A clean dental recall list export starts with two files.

Export recall contacts and existing bookings as separate CSV files. Westwood AI Dental Recall checks both, so booked patients are excluded before calling.

Prepare the exports

Keep recall contacts and bookings separate

Your existing practice system remains the source. Export two CSV files, then use them together during managed setup.

01

Select recall contacts

Use your practice's own recall criteria. Export the patients your team has approved for contact.

02

Export existing bookings

Create a separate CSV of current appointments. This gives Recall the booking information needed for the exclusion check.

03

Bring both to setup

Keep the two exports separate. Westwood agrees the usable export shape with you before the campaign starts.

Prevent duplicate recall calls

Existing bookings act as a stop list

Recall checks the contact export against the bookings export. A booked patient is excluded from the campaign call list.

Why the second file matters

A recall export can still contain patients who have booked since the list was prepared.

1
Read the recall export

This is the starting pool for the campaign.

2
Check existing bookings

Recall looks for patients who already hold an appointment.

3
Exclude before calling

Matched patients are skipped, which prevents a duplicate recall call.

Two current exports create a safer campaign list. Recall contacts show who might need a call. Existing bookings show who does not.