Patient Recall & Reactivation

The automation is triggered when a patient's last visit date exceeds the recall interval or when a patient is marked as inactive. The trigger runs daily to identify all eligible patients.

The automation analyzes patient records to categorize them by service type and reason for inactivity, determining the appropriate outreach template and priority level.

The automation creates a tailored email or SMS message based on the patient segment, including appointment availability and service details. Templates are populated with patient-specific data.

The automation sends the outreach message to the patient using their preferred contact method. Both email and SMS are logged automatically with timestamps.

The system monitors for patient responses, appointment bookings, and engagement. If no response is detected within 5 days, a follow-up message is automatically sent.

Once a patient books an appointment, declines recall, or becomes unresponsive after the final follow-up, the patient record is automatically updated with the recall outcome and closed.

A summary notification is sent to the clinical team with the number of recalls sent, responses received, and appointments booked, enabling real-time visibility.