Stephanie. Stronger Retention. More Recalls. Better Long-Term Outcomes.
Automated follow-ups, recall reminders, care plans, and re-engagement campaigns — the patients who'd otherwise quietly fall off the schedule.
A patient's due for their six-month recall. Nobody calls, because the recall list has three hundred names on it and staff are working the phones that ring, not the ones that should.
Stephanie works the entire recall list continuously, reaching out at the right interval for each patient and getting them rebooked before they've gone long enough to become a lost patient entirely.
Stephanie's full workflow, step by step.
Not a feature list — the actual sequence this employee runs, every time.
Recall List Reviewed
Identifies patients overdue — or coming due — for their next visit, hygiene recall, or follow-up.
The specific problems this employee exists to solve.
Patients who fall through the cracks
Once someone goes far enough past their recall date without a proactive nudge, they often just... stop coming back.
Stephanie closes that gap before it becomes permanent, reaching out at the moment it still matters.
Recall lists too large to work manually
A list of hundreds of overdue patients is not realistically callable by staff who also have a full day of in-person patients.
The entire list gets worked continuously, not just whenever there's a slow afternoon.
Inconsistent follow-up cadence
Without a system doing it automatically, follow-up timing depends on whoever remembers to do it and when.
Every patient gets contacted on a consistent, appropriate schedule — not a matter of staff memory.
How Stephanie's role adapts by industry.
Runs hygiene recall specifically — the highest-volume recurring-revenue outreach in most practices.
Generalizes to follow-up care, chronic-condition check-ins, and post-visit outreach.
See Stephanie take a real call.
Bring your actual booking rules and edge cases — no generic script, no canned demo.
Book a Pilot