A Recall Workflow for a Small Practice
You do not need a big team to run recall well. Here is a workflow that fits a small practice.
A recall workflow for a small practice should be simple and mostly automatic: capture each patient's next due date at the end of their visit, let reminders go out on their own, and reserve the team's attention for exceptions. You do not need a big staff to run recall well, just a reliable routine.
Small practices need simple systems
A small practice cannot spare hours on recall admin. The workflow has to be simple and mostly automatic, so it runs reliably even when the whole team is busy with patients. Related: Why Patient Recall Matters for Care and Revenue
Keep reading: Why Patient Recall Matters for Care and Revenue, Building a Recall System That Works, Reminders That Patients Appreciate, Not Resent. See how DueVisit helps you recall reminders for patients due for a checkup.
Set the due dates once
The workflow begins by capturing each patient's next due date, usually at the end of a visit. Set once, it becomes the foundation the rest of the system runs on, with no ongoing list keeping. Related: Building a Recall System That Works
Let reminders run automatically
With due dates in place, recall reminders can go out on their own at the right time. Automation is what makes recall feasible for a small team, since it removes the daily manual work entirely. Related: How do you choose the right recall interval for each type of patient?
Handle the exceptions
Most of recall should run itself, leaving the team to handle only the exceptions: a patient who needs a different schedule, or one who did not respond. A system that automates the routine frees the team for the human touches that matter. Related: Recall and Patient Loyalty
- A small practice needs a simple, mostly automatic system
- Capture the next due date at the end of each visit
- Let reminders run automatically
- Automate the routine so the team handles exceptions
Julien Jimenez
Julien Jimenez is an independent software builder based in Paris. He designs, ships, and operates focused SaaS products for small businesses and independent professionals. Read the full author page.
Frequently asked questions
When is the best time to set a patient's next due date?
At the end of the current visit, while the patient is present and the clinical picture is fresh. Capturing it then means no one has to reconstruct it later from memory or records.
How can a small team keep recall from taking over?
Automate the routine parts so reminders send themselves, and let staff step in only for exceptions like reschedules or patients who need a personal call. That keeps recall running without consuming the day.
Bring patients back in when they are due
Recall reminders for patients due for a checkup. DueVisit is built to help you put this into practice.
Fill my scheduleMore from the DueVisit blog
Why Patient Recall Matters for Care and Revenue
Building a Recall System That Works
Reminders That Patients Appreciate, Not Resent
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