Annual and Preventive Care
Encourage patients to return for annual physicals, wellness visits, and routine preventive care.
Patient Recall Reminder Software
Automated Patient Recall Reminders for Medical Practices
Bring patients back when follow-up care is due - without relying on spreadsheets, manual reports, or repeated phone calls.
PatientLink identifies patients who are approaching or past their recommended return date, sends personalized text and email reminders, and completes the recall when an appointment is scheduled.
- Create flexible recall rules for different types of follow-up care
- Send automated text and email reminders on your schedule
- Automatically recognize scheduled appointments and complete recalls
Lakeside Family Medicine
Automated Recall Reminder
A Smarter Patient Recall Workflow
Replace Manual Recall Lists With a Reliable Follow-Up Process
Keeping patients on schedule for follow-up care can require hours of administrative work. Staff may need to run reports, review spreadsheets, place repeated phone calls, and manually track which patients have scheduled.
PatientLink Recall Reminders gives your practice a structured way to identify patients who need to return, communicate with them automatically, and monitor their progress from one centralized workflow.
This helps your practice:
- Reduce time spent reviewing reports and making repetitive calls
- Give staff visibility into due and overdue patients
- Reach patients before or after their recommended return date
- Stop unnecessary reminders after an appointment is scheduled
- Maintain consistent follow-up communication
- Bring patients back into the scheduling process
How Patient Recall Reminders Work
PatientLink manages the recall process from the recommended return date through appointment scheduling—helping your staff reach the right patients without maintaining manual call lists.
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01
Create Recall Rules
Define when patients should return and configure the timing, frequency, message limits, and completion criteria for each type of follow-up care.
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02
Identify Due Patients
PatientLink identifies patients who are due soon or overdue based on the return schedule established by your practice.
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03
Send Automated Outreach
Personalized text and email reminders are sent according to your schedule and the type of follow-up care the patient needs.
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04
Detect Appointments
PatientLink monitors available appointment information and recognizes when a qualifying follow-up appointment has been scheduled.
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05
Complete the Recall
The recall is completed automatically and additional reminders stop, allowing staff to focus on patients who still need help.
One connected workflow: PatientLink helps your team identify, contact, track, and complete patient recalls without relying on disconnected spreadsheets and manual reconciliation.
Recall Workflows That Fit Your Practice
Different types of care require different follow-up schedules. PatientLink allows your practice to create recall workflows based on the service, appointment type, and recommended return interval.
Chronic Care Follow-Up
Help patients stay connected to recurring visits related to diabetes, hypertension, and other ongoing conditions.
Specialty Follow-Up
Create return schedules for specialty visits that should occur several weeks, months, or years later.
Post-Procedure Care
Remind patients when it is time to schedule a recommended follow-up after a procedure or treatment.
Pediatric Wellness
Support recurring wellness visits, developmental follow-ups, and other age-based care schedules.
Therapy and Treatment Plans
Contact patients who need to return for therapy, rehabilitation, injections, or treatment reviews.
Preventive Screenings
Reach patients who are due for mammograms, colonoscopies, and other recommended screenings.
Recurring Clinical Services
Configure recall schedules for any recurring service or clinical workflow supported by your practice.
Configure each workflow separately. Recall timing, reminder frequency, communication templates, and appointment-completion rules can be tailored to the type of care.
Recall Reminders vs. Appointment Reminders
Both types of reminders support patient engagement, but they are used at different stages of the scheduling process.
Needs to Schedule
Recall Reminders
Recall reminders contact patients who are approaching or have passed a recommended return date but do not yet have the appropriate appointment scheduled.
Sent before the patient has scheduled the next visit
Based on a recommended clinical return date
Helps manage due and overdue patient outreach
Encourages the patient to schedule follow-up care
Example
“You are due for your annual follow-up appointment. Please contact our office to schedule.”
Already Scheduled
Appointment Reminders
Appointment reminders contact patients after an appointment has already been scheduled and provide information about an upcoming visit.
Sent after the appointment has been scheduled
Triggered by an upcoming appointment date and time
Confirms appointment details and instructions
Helps reduce no-shows and late cancellations
Example
“This is a reminder of your appointment on June 3 at 9:30 AM. Please arrive 15 minutes early.”
PatientLink can support both workflows. Recall reminders help patients schedule needed care, while appointment reminders support the visit after it is placed on the schedule.
Frequently Asked Questions
Learn how automated patient recall reminders can help your practice identify patients who need follow-up care, manage outreach, and stop reminders after an appointment is scheduled.
Questions About Patient Recall Reminders?
Patient recall workflows can vary by specialty, appointment type, and recommended return interval. PatientLink helps practices create a structured process around those needs.
Have another question?What is patient recall software?
Patient recall software helps healthcare organizations identify patients who are due or overdue for follow-up care and contact them about scheduling their next appointment.
It can replace manual recall reports, spreadsheets, and repetitive phone calls with a more consistent and trackable outreach process.
What is the difference between a recall reminder and an appointment reminder?
A recall reminder is sent when a patient needs to schedule a future appointment but does not yet have the appropriate visit on the schedule.
An appointment reminder is sent after an appointment has already been scheduled and usually includes the upcoming date, time, location, or preparation instructions.
Can different recall types have different schedules?
Yes. Each recall workflow can have its own recommended return interval, outreach start date, reminder frequency, maximum number of reminders, message templates, and appointment-completion criteria.
This allows your practice to manage annual visits, preventive screenings, specialty follow-ups, therapy, and other recurring care differently.
Can recall messages be customized?
Yes. Practices can create text and email templates that are relevant to the type of appointment or follow-up care the patient needs.
Customized messages can provide clearer instructions than a generic reminder and help patients understand why they are being contacted.
How are patients contacted?
Eligible patients can receive recall outreach through text messages, email, or a combination of both channels, depending on your organization’s configuration and the patient’s communication eligibility.
What happens when the patient schedules an appointment?
When PatientLink detects an appointment that meets the configured recall criteria, the recall can be completed automatically and future recall reminders can stop.
This helps prevent unnecessary messages and reduces the need for staff to manually compare recall lists with the appointment schedule.
Can staff update or complete a recall manually?
Yes. Authorized staff can manage exceptions by changing the recommended due date, snoozing outreach, resending a reminder, marking a recall complete, or cancelling it.
Does PatientLink respect communication preferences and opt-outs?
PatientLink can account for available text and email communication preferences, communication eligibility, and applicable opt-out settings when recall outreach is prepared.
Does PatientLink integrate with EHR and practice management systems?
PatientLink supports healthcare system integrations. Available patient recall functionality and data exchange will depend on the systems, interfaces, and configuration used by your organization.
PatientLink can work with your team to evaluate the appropriate workflow for your environment.
Automated Patient Recall Software
Build a More Consistent Patient Recall Process
Replace manual recall lists and repetitive outreach with an automated workflow that helps your staff identify due patients, send timely reminders, and track the results.
PatientLink Recall Reminders helps keep follow-up care visible, gives patients a convenient prompt to return, and allows staff to focus on the patients who still need assistance.
Reduce manual outreach
Keep due patients visible
Stop outreach when patients schedule
Request a Demo
See how PatientLink can support your patient recall workflow.