Automate Patient Recall Lists for Medical Offices

The Problem

Generating recall lists for preventive care — annual physicals, screenings, follow-ups — and actually reaching those patients is a full-time job nobody has time for.

What We Build

AI identifies patients due for recall based on visit history and care guidelines, sends outreach in waves, and tracks scheduling responses to maximize appointment fill rates.

Tools & Integrations

eClinicalWorks Kareo Google Calendar Google Sheets

How It Works

1

Discovery Call

We map your current patient recall lists process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Ready to automate patient recall lists?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

Related Workflows