Recall Program Audit Checklist
==============================
A 24 point checklist for auditing a small practice's patient recall program, from the due date field to the monthly numbers.

[ ] Every patient record has a recall type and a next due date set by the clinician at checkout
[ ] Recall intervals live in a structured field, not in free text notes or someone's memory
[ ] Duplicate charts have been merged so no patient is recalled twice or missed entirely
[ ] Patients who moved, transferred care, or asked not to be contacted are marked inactive
[ ] Phone number, email, and mailing address are confirmed at every visit, not only at intake
[ ] Each record shows the patient's preferred contact channel and any consent given or withdrawn
[ ] One named person owns the due list, even when others help with calls and texts
[ ] The list is pulled every week and covers patients due in the next 30 to 60 days plus everyone overdue
[ ] Due patients are grouped into tiers: coming due, recently overdue, and long overdue
[ ] A contact log records who was reached, on which channel, on what date, and what happened
[ ] The reminder sequence is written down with timing, channel, and owner for each touch
[ ] Messages use the patient's name, a general visit type, and one clear action to take
[ ] Messages carry no diagnosis, test result, or procedure detail
[ ] Reminders respect quiet hours and vary the channel rather than repeating the same text
[ ] The sequence stops the moment a patient books or opts out
[ ] Replies to texts and emails are seen and answered the same business day
[ ] The booking link works without an account and asks only for what is needed to book
[ ] Pre-appointing the next visit at checkout is offered to every patient
[ ] Confirmation reminders go out a few days before and the day before each recall visit
[ ] A short notice list exists so a cancellation can be refilled instead of lost
[ ] Every vendor that touches patient contact data has signed a business associate agreement
[ ] Opt-outs are honored immediately and permanently across every channel
[ ] Access to recall lists is limited to staff who need it, and exports are avoided
[ ] Recall rate, reach rate, booking rate, and show rate are defined in writing and reviewed monthly