Healthcare · Recalls

Recall & Follow-up Reactivation

Bring due and overdue patients back in for recurring, revenue-generating visits.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Pulls the recall list (due / overdue) from your system.
  2. Reaches each patient on their preferred channel — voice (Twilio, 3CX, RingCentral or a carrier SIP trunk), WhatsApp or SMS — with a friendly nudge.
  3. Offers suitable slots and books directly.
  4. Writes back to the calendar and flags no-response for a second attempt.
  5. Logs the campaign outcome to the CRM for response tracking.

Data sources

Recall / due list Provider calendars CRM

What it targets

  • Recall list contacted Target 90%
  • Recalls converted to bookings Target 18%