Recalls & Reminders

Configure recall intervals per visit type, send automated outreach, and track effectiveness with campaign analytics.

Recall Scheduling

• Configure recall intervals per visit type — 6-month dental cleaning, annual physical, 90-day therapy re-evaluation
• Automatic list generation — when patients are due for follow-up, they appear on the recall list
• Custom intervals — set any interval from 1 week to 2 years
• Provider-specific — recalls can be tied to the original treating provider

Multi-Channel Outreach

Send recall notifications through multiple channels:

• SMS — text message reminders with one-tap booking links (requires Twilio)
• Email — branded email reminders with appointment scheduling links (requires SendGrid)
• In-app messages — notifications in the Patient Portal
• Delivery tracking — see which messages were delivered, opened, and acted on

Campaign Management

• Batch campaigns for seasonal services — flu shots, back-to-school physicals, annual wellness visits
• Customizable templates with merge fields for personalization (patient name, last visit date, provider name)
• Scheduling — set campaigns to send at optimal times (weekday mornings for highest open rates)
• Audience segmentation — filter by last visit date, diagnosis, insurance, or provider

Analytics

• Response rates — track how many patients book after receiving a recall
• Reactivation metrics — measure how many inactive patients return after outreach
• Revenue impact — estimated revenue from recall-driven appointments
• A/B performance — compare effectiveness of different message templates
• Export — download campaign results as CSV