Patient Recall System
Automated follow-up appointment recalls with cadence rules and multi-channel outreach
Recall engine for healthcare practices — auto-generates overdue patient lists based on last-visit cadence rules, drives outreach via SMS, email, and WhatsApp, and tracks whether each recall converts into a booking. Reduces no-show economics and lapsed-patient churn without manual list-building.
Features
What's Included
Cadence Rules
Configure recall cadence per treatment type or patient segment (e.g., six-month dental cleaning, annual eye exam).
Overdue Patient Queue
Auto-generated queue of patients past their recall window, sorted by lapse duration and last-visit revenue.
Multi-Channel Outreach
Trigger SMS, email, or WhatsApp recall messages from approved templates with merge fields for personalisation.
Booking Conversion Tracking
Track which recalls convert into bookings versus ignored versus opted-out for clear channel ROI.
Snooze & Opt-Out
Patients can snooze or opt out from recall messaging with audit log and re-engagement timing controls.
Recall Performance Dashboard
Conversion rate, channel performance, lapse-curve analysis, and revenue attributed back to recalls.
Plans
Feature Comparison
See what's included at every level — each tier builds on the previous one.
| Feature | Basic | Advanced | Expert | Enterprise |
|---|---|---|---|---|
| One cadence rule per practice | ||||
| Manual recall list export | ||||
| Email recall template | ||||
| Opt-out link in messages | ||||
| Multi-cadence rules by treatment | — | |||
| Auto-generated overdue queue | — | |||
| SMS recall channel | — | |||
| Recall conversion tracking | — | |||
| WhatsApp recall channel | — | — | ||
| Snooze and re-engagement timing | — | — | ||
| Performance dashboard | — | — | ||
| A/B-tested message templates | — | — | ||
| Multi-branch recall ownership | — | — | — | |
| Predictive recall (ML-driven) | — | — | — | |
| Recall revenue attribution | — | — | — | |
| Compliance log for outreach consent | — | — | — |
Basic
4 features- One cadence rule per practice
- Manual recall list export
- Email recall template
- Opt-out link in messages
- — Multi-cadence rules by treatment
- — Auto-generated overdue queue
- — SMS recall channel
- — Recall conversion tracking
- — WhatsApp recall channel
- — Snooze and re-engagement timing
- — Performance dashboard
- — A/B-tested message templates
- — Multi-branch recall ownership
- — Predictive recall (ML-driven)
- — Recall revenue attribution
- — Compliance log for outreach consent
Advanced
8 features- One cadence rule per practice
- Manual recall list export
- Email recall template
- Opt-out link in messages
- Multi-cadence rules by treatment
- Auto-generated overdue queue
- SMS recall channel
- Recall conversion tracking
- — WhatsApp recall channel
- — Snooze and re-engagement timing
- — Performance dashboard
- — A/B-tested message templates
- — Multi-branch recall ownership
- — Predictive recall (ML-driven)
- — Recall revenue attribution
- — Compliance log for outreach consent
Expert
12 features- One cadence rule per practice
- Manual recall list export
- Email recall template
- Opt-out link in messages
- Multi-cadence rules by treatment
- Auto-generated overdue queue
- SMS recall channel
- Recall conversion tracking
- WhatsApp recall channel
- Snooze and re-engagement timing
- Performance dashboard
- A/B-tested message templates
- — Multi-branch recall ownership
- — Predictive recall (ML-driven)
- — Recall revenue attribution
- — Compliance log for outreach consent
Enterprise
16 features- One cadence rule per practice
- Manual recall list export
- Email recall template
- Opt-out link in messages
- Multi-cadence rules by treatment
- Auto-generated overdue queue
- SMS recall channel
- Recall conversion tracking
- WhatsApp recall channel
- Snooze and re-engagement timing
- Performance dashboard
- A/B-tested message templates
- Multi-branch recall ownership
- Predictive recall (ML-driven)
- Recall revenue attribution
- Compliance log for outreach consent
Use Cases
Where This Module Fits
Chiropractic and physiotherapy recalls
Dental hygiene and check-up recalls
Veterinary vaccination reminders
Optometry annual eye exam recalls
Aesthetic and spa repeat-visit recalls
Technology
Built With
Production-grade technologies trusted by enterprises worldwide.
Related Modules
Works Well With
Appointment & Scheduling
Smart booking with waitlists, rescheduling, visual calendars, and customizable time slots
SMS Gateway Integration
Multi-provider SMS with OTP, bulk campaigns, delivery reports, and failover routing
WhatsApp Business Integration
Automated WhatsApp messaging for OTP, transactions, reminders, feedback, and marketing campaigns
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