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