Patient recall and recare campaigns manually require staff to review charts, compile lists, draft messages, and send reminders one by one across multiple tools. This scattered workflow causes delays, inconsistent outreach, and high no-show rates.
Automation identifies due patients daily, generates personalized reminders, and tracks responses automatically. The practice reaches patients on time, books more appointments, and staff focus on patient care instead of administrative tasks.
The full workflow, from trigger to completion.
The automation runs daily and queries the patient database to identify all patients whose recall or recare date has arrived and who have no appointment scheduled within the next 30 days.
The system pulls the patient's full contact information, last visit date, and preferred communication method, ensuring all data is current.
The automation composes a personalized reminder message tailored to the patient's history and preferred communication style, including available appointment slots.
The reminder email is sent automatically to the patient's email address, with a link to book an appointment online.
A text message reminder is sent to the patient's phone number if SMS is their preferred contact method, with a callback number and appointment link.
The system records that a reminder was sent, the date, time, and method in the patient's record for audit and follow-up tracking.
A summary message is posted showing how many reminders were sent, response rates, and any patients who need manual follow-up.
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