Pearl Recall - Front-office flow

Keep every administrative next step attached.

Trace recall, confirmation, plan questions, and post-visit follow-through in one reassuring rhythm.

Pearl Recall workflow

Group overdue hygiene recalls by patient status, appointment need, and outreach window.

Track treatment-plan decisions, appointment reminders, and review requests without losing handoffs.

Review billing visibility, open balances, and production follow-up before the day closes.

1. Recall rhythm - Recall pressure, confirmation readiness, and next touches.
2. Recall recovery - Prioritize anonymous tokens by recall window and outreach state.
3. Plan decision follow-up - Track administrative questions and decision readiness without clinical guidance.
4. Visit confirmation desk - Review acknowledgement state and front-office exceptions.
5. Visit follow-through - Organize post-visit requests and account-work queues.

All records and interactions stay in this browser tour and remain disconnected from customer and production systems.