Treatment-cycle recall is the manual process of identifying patients due for follow-up care, contacting them to rebook, and updating their records. Manual outreach is time-consuming, many calls go unanswered, and staff spend hours juggling spreadsheets, emails, and phone calls.
Automation monitors treatment completion dates, sends personalized SMS and email reminders automatically, captures patient responses, and books available slots without staff intervention. Patients rebook faster, response rates climb, and the team reclaims hours each week.
The full workflow, from trigger to completion.
Automation detects that a patient's treatment completion date plus the recall interval has arrived or falls within the next 7 days. The trigger pulls patient data.
An automated SMS is sent to the patient's phone number with a personalized message and a direct link to rebook online.
A follow-up email is sent to the patient with appointment options, treatment details, and a call-to-action button to book immediately.
The automation queries to identify open appointment slots in the next 2-4 weeks that match the patient's preferred treatment type and time.
The automation records that the recall was sent, including the date, method (SMS and email), and the available slots offered, creating an audit trail in the patient record.
If the patient does not rebook within 3 days, a follow-up task is automatically created for staff to make a courtesy call.
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