Concierge & DPC

Automate appointment reminders and recall outreach to keep your member panel engaged

Send proactive appointment reminders and launch recall campaigns for members due for check-ups. Reduce no-shows and drive repeat engagement while your staff focuses on clinical care and member relationships.

How it pays back

Higher Show Rates

Members get reminded of their appointment days before, reducing no-shows. If they can't make it, they reschedule immediately instead of no-showing and damaging the visit.

Proactive Member Engagement

Recall campaigns ensure members don't fall through the cracks. A member due for their annual physical or preventive visit gets a friendly reminder—no manual calling required from your staff.

Staff Time Back to Member Care

Your front desk is no longer spending hours on reminder calls and recall outreach. These tasks run automatically, freeing your team to deepen member relationships during appointments and consultations.

Member Convenience

Members can confirm, reschedule, or ask questions via text reply or phone menu, 24/7. No need to call back during business hours.

Recall campaigns triggered by EHR

Identify members due for preventive or annual visits, launch outreach on schedule

Confirmation tracking

Dashboard shows confirmation rate, no-shows, and member engagement trends

Frequently asked questions

Can members reschedule through the reminder?

Yes. When a member receives a reminder text or voice message, they can reply with 'reschedule' or press a number in the voice menu. The system shows available slots, and the member books a new time without calling your office.

How do we set up recall campaigns?

You define recall rules in the system—e.g., 'Contact members 12 months after their last physical.' The system scans your EHR on a schedule you set and launches outreach to members who meet the criteria. Your clinical team can review and approve before campaigns go out.

What if a member says they don't need to come in or wants to opt out?

The AI can capture that preference and route it to your clinical team for review. Some members may decline unnecessarily; your staff can follow up. Others may have legitimate reasons, which your team documents in the EHR.

Can we customize the reminder message?

Yes. You can set the reminder content, timing, and channel (text, voice, or both). You can also personalize reminders by member name, appointment type, or provider.

What's included in a recall campaign?

A recall campaign identifies members due for a specific visit type based on your EHR, sends them an outreach message, allows them to reschedule or confirm, and reports back on who engaged and who didn't. Your staff can follow up manually on non-responders if needed.

Related reading

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