Patient Recall

Stop losing patients to forgotten six-month 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.
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Medicasimple feature overview interface
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.
The Problem

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.
Clay illustration of a busy reception desk with missed calls and an unconfirmed appointment list
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.
Clay illustration of a disconnected reminder flow between patient confirmation and diary status
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.
Clay illustration of an empty dental chair after a missed appointment
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.
01Recall Channels

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.

02Recall Timeline

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.

03Communication Records

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.

Log recall calls and messages - Medicasimple
04Treatment Rules

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.

The practice management platform behind 1,300+ healthcare clinics

From dental to physio, dietetics to aesthetics. One platform, every specialty. Built for clinics that want less admin and more time with patients.
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Ready to stop leaking existing patients?

Use treatment-based recall rules, clear communication logs, and automated messaging to keep your schedule full - without turning reception into a call center.

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Fill the scheduleKill the call list
Operational wins
What you get

Trigger workflows directly from completed treatments

Respect SMS permissions and patient preferences

Include direct links if online booking is enabled

Log every call so the effort is auditable

FAQ

General

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.

FAQ

Workflow

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.

FAQ

Technical

Can we send bulk SMS campaigns to our recall list?

Yes. Using Patient Segments, you can filter your list and send bulk SMS messages to up to 1,000 selected patients at a time.

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.

Related Features

Related Features

Hub

Scheduling

Run booking, reminders, calendar logic, and appointment tracking as one connected workflow.

View feature
Booking

Online Booking

Let patients request appointments online while your clinic keeps control over availability and rules.

View feature
Reporting

Appointment Analytics

Track no-shows, completions, status changes, and schedule performance from real clinic activity.

View feature
Scheduling

Recurring Appointments

Create repeat appointment patterns for ongoing treatment journeys without rebuilding every visit.

View feature
Library

All Features

Explore the full Medicasimple feature library and find the workflow that fits your clinic.

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Get started

Turn your patient database into a predictable schedule

Book a demo to see how Medicasimple keeps recall work visible, assigns clear ownership, and ties follow-ups to the clinical context your team is already recording.

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