Healthcare · Recalls

Screening & Vaccination Campaign

Raise uptake on a screening or vaccination round without adding reception load.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup
SMS Gateway Fallback text messages for reminders and links. 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. Agent takes the eligible cohort from your recall list, or identifies patients meeting age/risk criteria for a specific screening per clinical guidelines.
  2. Invites each patient on their channel, in their language, consent respected.
  3. Explains logistics and why it applies — eligibility window, location, what to bring, age-based not diagnostic.
  4. Books the slot directly into the diary, or refers to the appropriate facility/specialist if not done in-house.
  5. Clinical questions route to your staff; opt-outs are honoured immediately.
  6. Closure rate is tracked by campaign type in the CRM for quality reporting.

Data sources

Recall / eligibility list Clinic capacity Consent records Clinical screening guideline reference CRM

What it targets

  • Eligible patients invited Target 98%
  • Slots booked from campaign Target 23%
  • Opt-out rate Target 1%