Recall & Reactivation
Medical / Dental / Veterinary · Patient Retention
Contacts patients overdue for visits and reactivates lapsed relationships — your practice never loses a patient quietly.
Your AI recall agent identifies patients overdue for routine visits (6-month cleanings, annual physicals, vaccine boosters) and sends personalized outreach to bring them back. It tracks reactivation rates, escalates repeat no-contacts, and keeps your recall list clean and current.
What it does
Identifies patients overdue for routine visits based on last appointment
Sends personalized recall outreach emails
Tracks which patients respond, book, or ignore outreach
Follows up at 2-week and 1-month intervals
Identifies lapsed patients (12+ months) for reactivation campaigns
Generates weekly recall list and reactivation rate reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Weekly recall list generation
mondays — Generates list of patients due for recall this week
Personalized outreach
tuesdays — Sends recall emails to this week's list
Follow-up on non-responders
thursdays — Sends follow-up to patients who haven't responded to initial outreach
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
6-Month Recall
It's been {months} months since your last visit to {practice_name}. Time for your regular {service_type}! Book your appointment: {scheduling_link}
Reactivation
We miss you at {practice_name}! It's been over a year since your last visit. We'd love to see you again — and we have convenient availability this month: {available_times}
Follow-Up
Just a friendly follow-up — we noticed you're due for your {service_type}. Regular visits help catch issues early. Reply to schedule or click here: {scheduling_link}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Patient responds with health concern or symptom
→ Route to clinical staff immediately
Patient requests to be removed from recall list
→ Honor request and flag for office manager
First 24 hours
What your agent does immediately after deployment to prove value.
Analyzes inbox to identify patient communication patterns
Builds initial recall list based on available data
Drafts first batch of recall outreach for approval
Sends report: estimated overdue patients, reactivation opportunities
Pre-loaded skills
Integrations
Tracked metrics
- recall emails sent
- reactivation rate
- appointments booked from recall
- patients contacted
- response rate
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
What type of practice?
Standard recall interval?
Other Medical / Dental / Veterinary specialists
Patient Coordinator
Confirms appointments, handles reschedules, manages waitlists, and follows up on no-shows — 24/7.
Insurance Verifier
Verifies eligibility, handles pre-authorizations, and explains coverage — before the patient arrives.
Review Manager
Requests reviews from happy patients, monitors your reputation, and drafts responses — automatically.
Deploy your Recall & Reactivation today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime