Recall Default Selection

Hi ​@Robyn_SpringfieldDental, thanks for your feedback. As ​@DavidB2 mentioned, the correct process and our recommended best practice is not to use patient preference when sending recalls. When setting up recall workflows, simply choose not to follow patient preference, and then the letter default won't matter.

For reference, we do strongly recommend including letters in your recall workflows, as this is the highest performing recall method according to our data from Dentally practices - however you do not need to follow this if you feel other methods work better for your practice.

What you have described about batch recalls only sending to patients with "email" selected does not sound like expected or intended behaviour. In this instance we'd recommend you get in touch with our support team to explore this, in case there's something going wrong.

To confirm, our expected behaviour is that you should be able to set your recall workflows to ignore patient preference, meaning you won't need to manually change it for each patient. If that's not happening as expected for you, please reach out to support so we can help you resolve this!