A Recall Workflow for a Small Practice

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.

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.

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.

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.