Workflow

AI-driven recall calls and follow-up booking for 6-week post-injection checks and annual evaluations

The AI outbound or inbound recalls patients for post-injection follow-ups, books available slots directly, and escalates treatment failures or complications to clinical staff.

Automated recall calls for 6-week post-injection follow-ups and annual re-evaluation
AI recognizes returning patients and offers available appointment slots in real time
Treatment failure or complication reports during recall trigger immediate escalation to clinician
Medication refill requests during recall are routed to prescribing provider
Cancellations and rescheduling are handled without staff intervention when slots are available
Recall appointment bookings and patient contact status are recorded and returned as structured summaries for staff review and EMR filing

How it pays back

Recall appointments are booked, not just called

Instead of a voicemail reminder, the AI reaches the patient, confirms the need for follow-up, and books an available slot immediately. Patients hear 'You're all set for June 15th' rather than 'Call us back to schedule.'

Returning patients skip intake repetition

The AI pulls the patient's history and prior appointment from the EMR. Recall calls are brief and relevant—only current status and any new symptoms are discussed.

Failed or inadequate treatments escalate immediately

If a patient reports inadequate pain relief or worsening symptoms, the call escalates to your clinician for triage. No patient falls through the cracks because 'they didn't answer their phone.'

Staff are freed from repetitive recall calling

Your clinical staff spend time on urgent patient issues, clinical decisions, and relationship-building—not dialing recall lists.

Cancellations and rescheduling are instant

If a patient needs to move their recall appointment, the AI offers alternative slots. If that fails, staff are alerted to follow up. No gaps in your recall coverage.

Recall appointments booked automatically

6-week post-injection checks, annual re-evaluations, and follow-up consultations scheduled without staff dialing

Patient history retrieved and integrated

Prior injection dates, treatments, and outcomes pulled from EMR for context during recall call

Complications and treatment failures escalated

Patient reports of inadequate relief, infection, or adverse effects routed to clinician for immediate review

Appointment bookings recorded for EMR filing

Recall confirmation and patient contact status captured as structured summaries for staff to review and file in your connected system

Frequently asked questions

Can the AI do outbound recall calls automatically?

Yes. Based on your EMR data (last injection date + 6 weeks, last visit date + 12 months), the AI initiates calls to reach patients for follow-up. You control the timing and cadence.

What if a recalled patient reports treatment failure?

The call escalates immediately to your clinician or clinical team. Your staff can then reach out to discuss next steps—repeat injection, alternative intervention, or specialty referral.

How does the AI know which patients are due for recall?

Your EMR tracks injection dates and visit history. The AI queries this data and generates a recall list based on your rules (6-week post-injection, annual re-evaluation, etc.).

Can patients confirm or cancel during the recall call?

Yes. If an appointment slot is available, the patient can book directly. If they need to cancel or reschedule, the AI offers alternatives or queues the request for staff.

Are medication refill requests handled during recall calls?

Yes. If a patient mentions they need a refill, the call notes it and routes to the prescribing provider with patient consent. Your clinical staff handles approval and authorizes the pharmacy.

Does this work for multi-location practices?

Yes. The AI can route recalls to the original location or offer multi-site availability based on your preferences and patient geography.