Where do I find my unscheduled treatment plan call list?
Last updated: October 6, 2026
Looking for a list of patients with treatment plans that haven't been scheduled yet, so your team can call them? That list lives in the Treatment Plans workflow, right next to Hygiene Recare.
How to open it
- Go to Comms → Workflows.
- Click Treatment Plans. (Hygiene Recare is the hygiene version of this same list.)
- Open the Queue tab. These are the patients due for a follow-up call on their unscheduled treatment.
Each card shows the procedure, the treatment amount and the patient's contact info. Click a patient to make an attempt, log the call outcome and add notes.
Other helpful tabs
- Upcoming: patients who will be due for a follow-up soon.
- Completed: treatment that has been scheduled.
- Reporting: how your follow-up efforts are performing.
Only seeing Hygiene Recare?
The Treatment Plans list is part of the Treatment Plans product, and your user needs permission to view it. If it's missing for you, reach out through the help chat and we'll check your account access.