If you want to see whether a patient has booked an appointment following a recall campaign, follow these steps:
1️⃣ Go to the Recall List page
This is where you’ll find all patients needing care, including those with booked appointments.
2️⃣ Filter by the targets you want to check
Use the filters to narrow down to specific care targets or groups of patients.
3️⃣ Change the patient filter
In the top right, set the filter to “All patients with outstanding actions” to see everyone relevant.
4️⃣ Sort by booked appointments
Click on ‘Next appointment date’ to bring patients with a booked appointment to the top of the list.
5️⃣ Click on ‘See patient’
This opens up the patient’s detailed view.
6️⃣ Check ‘Upcoming appointments’
Here you’ll see if a future appointment has been booked.
❓ How do I check what campaign this patient was recalled for?
If you want to confirm which recall campaign invited the patient, scroll down to ‘Automated recall attempts’ and click ‘View message’.
❓ What if there are no automated recall attempts?
If you don’t see any automated recall attempts listed, it means the patient booked directly with the practice (outside of a Hippo campaign).