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FeaturesRecalls and reminders CoreAdmin

Recalls set at the chair, reminders sent for you.

The clinician sets the next check-up when they complete the exam, due and overdue lists build themselves, and patients confirm by text or email without signing in.

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Recall settings in Lumina Admin with exam recalls on, a 6-month default, reminders 4 weeks before due and an interval for each exam type.
Exam completed Recall set Reminder sent Booked Confirmed
01Recalls

The recall is set when the exam is completed.

Before completing the session, the clinician picks 3, 6, 9, 12, 18 or 24 months, a custom interval or Not applicable, starting from the default for that exam type.

  • 1.1
    An interval per exam type
    Periodontal exams start at 3 months and emergency exams at no recall, and you can change any row.
  • 1.2
    A separate hygiene cycle
    A scale by the dentist or the hygienist starts its own hygiene recall.
  • 1.3
    Closed by booking
    When the patient books, the recall updates on its own and reads Booked.
Fig. 1 · Signals & recalls Patient record
The Signals and recalls panel on a patient's record, showing an exam recall due 23 October 2026, every 6 months, marked Due.
02Reminders

Reminders by text and email, on the days you choose.

Pick up to three of 2 weeks, 1 week, 3, 2 or 1 day before, plus 6am on the day, and recall reminders go 1 to 12 weeks before the due date with a link to book.

  • 2.1
    One-tap confirm
    Unconfirmed patients get a Confirm button by email and a confirm link by text on the nearest reminder day, with no sign-in.
  • 2.2
    Add to calendar
    Booking emails carry an Add to Google Calendar link and a calendar file for Apple and Outlook that never names the treatment.
  • 2.3
    Email on every plan
    Texts come with paid plans and an allowance pooled across your practices.
Fig. 2 · Reminder timing Lumina Admin
The Reminder timing card with 1 week and 1 day before chosen, the morning reminder on, and a line saying what patients get and when.
Fig. 3 · Confirm your appointment From the reminder link
The confirm page a patient opens from a reminder, with one Confirm appointment button and no sign-in.
03Due and overdue

Due and overdue lists build themselves.

Nobody keys in a recall, so every list stays current from the moment the clinician completes the exam.

Recall due soon and Recall overdue lists in the Patient directory
A banner on the patient's record when an exam or hygiene recall is overdue
Open, Due, Overdue, Booked and Needs action on the Compliance recalls board
To-Do tasks to contact patients due a recall, when you switch them on
The gap filler suggests patients due or overdue for open slots, and staff choose who to offer
Patients only get reminders on the channels they agreed to
04Related

Works with follow-ups, the gap filler and the patient record.

Core

Follow-ups

Treatment the patient did not book gets a reason and a day to check back.

In depth
Core

Gap filler

Open slots matched to patients due a recall, waiting on treatment or wanting an earlier time.

In depth
Core

Patient records

Recalls, missed appointments and late cancellations sit on the record's Signals and recalls panel.

In depth

Bring patients back on time.

Recalls and email reminders are part of Lumina on every plan, and texts come with paid plans.

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