Hygiene Recare Overdue List with Phone Numbers

If you are struggling to fill your hygiene schedule, you need a reliable way to identify patients who are past due for their cleaning. This open dental recall list with phone query pulls a clean, actionable list of active patients and their contact information directly from your database.

The Query

Copy and paste the following code into your User Query window. This query looks for patients marked as "Active" who have a recall due date on or before the date you specify.

SET @DueDate = '2026-03-30';

SELECT 
    p.LName, 
    p.FName, 
    p.HmPhone, 
    p.WirelessPhone, 
    p.WkPhone, 
    r.DateDue, 
    r.DatePrevious
FROM patient p
INNER JOIN recall r ON p.PatNum = r.PatNum
WHERE p.PatStatus = 0
AND r.DateDue <= @DueDate
AND r.DateDue > '1900-01-01'
ORDER BY r.DateDue ASC;

How to Run This Query

1. In Open Dental, go to Reports in the Main Menu.
2. Click User Query.
3. Paste the query provided above into the large text box.
4. Click Submit Query.
5. The results will display in the grid below. You can click the "Export" button to save this list as a CSV file for Excel if you prefer to work with it there.

Understanding the Results

• LName/FName: The patient's last and first name.
• HmPhone/WirelessPhone/WkPhone: The contact numbers on file. This allows your front desk staff to quickly call or text the patient.
• DateDue: The date the patient was officially due for their hygiene visit.
• DatePrevious: The date of their last completed hygiene appointment, which helps your team know how long it has actually been since they were last in the chair.

How to Customize

You can easily adjust the parameters of this report by changing the values in the first line of the query:

• Change the Date Range: To look for patients who were due before a specific date, change the date inside the single quotes in the first line: SET @DueDate = '2026-01-01';.
• Filter by Provider: If you only want to see patients assigned to a specific provider, add this line before the ORDER BY clause: AND p.PriProv = 1 (replace 1 with the actual ProvNum of the provider).

Variations

If you want to focus only on patients who have not been seen in a very long time, you can add a filter to exclude patients who have had an appointment recently.

To filter for patients who are overdue AND have an email address on file (so you can send a bulk email blast), add this line to the WHERE clause: AND p.Email != ''.

Skip the Query — Use DentalCanvas Instead

Don't want to write SQL? DentalCanvas connects to your Open Dental database and shows you this data automatically in a visual dashboard — no queries required.

This article is provided by opendentalsupport.com, an independent community resource. We are not affiliated with Open Dental Software, Inc.