Operational Efficiency

DIY recall campaigns: upload a CSV, Katie handles the calling

Build a recall list in your EMR, export as CSV, upload to MedReception, and Katie calls the entire cohort. Track results by patient, appointment type, and outcome.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Self-service recall campaigns

No need to brief staff or plan around office hours. You control the recall rhythm. Export, upload, Katie dials. Results arrive in your dashboard.

Flexible segmentation

Recall by provider, service type, time since last visit, or patient status. Each CSV can target a different campaign goal.

Measurable recall results

See exactly how many patients were reached, how many booked, and what objections came up. Use data to refine messaging and timing.

Continuous reactivation

Run monthly or quarterly recall campaigns without adding staff. Katie dials in the background while your team focuses on patient care.

CSV to calling in minutes

Upload your list; Katie starts dialing within the hour

Track every outcome

Reached, booked, declined, no-answer, voicemail, all recorded and searchable

Appointments sync instantly

Booked appointments appear in your EMR schedule; no manual entry

HIPAA compliant (verified by Compliancy Group), verified

MedReception is HIPAA compliant, verified by Compliancy Group, and signs a BAA

Frequently asked questions

What fields do we include in the CSV?

At minimum: phone number, patient name, date of birth. Optional: appointment type, notes, last visit date. Katie uses these to personalize the call and book into the correct time slot.

Can we schedule recall campaigns for specific times?

Yes. You can set Katie to start dialing at a specific time, day of week, or run 24/7. Night-time campaigns reduce call volume during office hours.

What if some phone numbers in the CSV are incorrect?

Katie detects bad numbers (out of service, wrong patient) and logs the error. Staff can flag those patients for manual verification or updated contact info.

Can we pause a recall campaign mid-way?

Yes. Stop a campaign at any time from the dashboard. Katie will finish calls in progress and halt new dials.

Do we get a download of call recordings and summaries?

Yes. Export call logs, transcripts, and outcomes as CSV or view them in the dashboard. Use data to optimize future campaigns.

Related reading

Bring this to your practice

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