# Patient recall software for overdue check-ups

> You already did the hard work to acquire them. Stop letting existing patients drift away because your team is too busy to call them. Link recall rules to clinical history, trigger WhatsApp or SMS nudges automatically, and bring them back with less manual chasing.

Source: https://www.medicasimple.com/features/patient-recall

## Key benefits

- **Never forget a follow-up**: When a treatment is finished, the next recall is scheduled into a visible workflow automatically. You no longer depend on reception remembering to check an external spreadsheet.
- **Kill the manual call list**: Let the system send the first nudge via SMS or WhatsApp. Your front desk only steps in to call the patients who actually need human follow-up.
- **Connect recall directly to booking**: If you have online booking enabled, your recall messages include a direct link. Patients book their own check-ups instead of sitting in a phone queue.
- **Give recall an owner**: Recall is real work. Assign a responsible owner, track communication records, and give managers clear visibility into who followed up and when.

## Your patient database is a retention asset you are ignoring

When recalls live in an Excel sheet or rely on someone's memory, overdue patients slip through the cracks. The revenue is already sitting in your database. You just need a structured, auditable workflow to bring them back.

- **The spreadsheet black hole**: Six-month check-ups are too easy to miss when someone has to remember to open a separate file at exactly the right time.
- **The postponed call list**: Reception is busy dealing with the patients standing in front of them today. Without a clear recall system, follow-up calls get pushed to tomorrow. Every day.
- **The invisible message trail**: Manual calls are impossible to track. Unless you log every outcome in a shared communication record, nobody knows who contacted whom.

## How it works in Medicasimple

### Nudge patients where they actually look

Send automated recall messages via SMS or WhatsApp based on patient preferences. You control the channel, the template, and the timing. Stop relying on emails they never read.

### See exactly who needs a follow-up

View the full 12-month window - 6 months back, 6 months forward. Instantly see who is due, who is overdue, who got a message, and who still needs a phone call.

### Log every single manual touchpoint

When your team does make a call or send a manual message, the communication record captures the outcome. Managers get total visibility into the follow-up effort.

### Tie recall to clinical reality

Link recall automations directly to specific treatment settings. When a specific procedure is completed, the system knows exactly when the patient needs to come back.

## Frequently asked questions

### How does the automated recall actually work?

Recall rules are tied directly to patient history and specific treatments. When a patient becomes due for a follow-up, the system creates a visible task and triggers an automated SMS or WhatsApp message based on your active settings.

### Does the reception team still have to make phone calls?

Only when necessary. Automation handles the first touch. If a patient does not respond to the automated nudge, the receptionist can step in. All manual outcomes are tracked in communication records.

### Can patients book directly from the recall message?

Yes. If you use our online booking feature, the recall message can include a direct, controlled booking link. They tap the link and book themselves without calling the clinic.

### Can we write our own message templates?

Absolutely. You control the messaging setup, the sender settings, and the templates. You can customize exactly what the automated nudges say.

### Can we organise targeted follow-up for our recall list?

Yes. Patient Segments can filter patients who are due for follow-up so your team can use the outreach workflow available for your clinic's market and setup.

### Does the recall system support WhatsApp?

Yes. Where the channel is configured and enabled in your clinic's workspace, messaging automations can send nudges via WhatsApp.

### What is patient recall?

Patient recall means bringing existing patients back for follow-up care, such as a six-month check-up, before they drift away. Medicasimple links recall rules to clinical history and sends the first nudge by SMS or WhatsApp, so reception only calls the patients who need it.

### Can I automate recall campaigns for overdue patients?

Yes. When a patient becomes due, Medicasimple sends an automated SMS or WhatsApp nudge, and the 12-month view shows who is overdue, who got a message and who still needs a phone call.