Recall Engine
Prioritize who to contact for hygiene and follow-up visits, then review AI-drafted outreach before sending.
5 min read
The Recall Engine ranks overdue and upcoming recall patients by impact and reachability. AI drafts outreach in the patient's preferred channel; staff review, edit, and send.
How prioritization works
- Overdue interval relative to the recall type.
- Insurance benefit window (e.g. annual benefits about to expire).
- Historical responsiveness to outreach.
- Available chair time over the next two weeks.
AI-drafted outreach
Drafts use the patient's name, last visit, and recall reason. They never include clinical claims, treatment recommendations, or guarantees about coverage. Every draft is editable before sending.
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Triage the inbox, draft replies with AI, and keep clinical questions routed to a clinician.
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Protect chair time by spotting risky appointments and prioritizing confirmation effort.
Automations
Create rules that prepare drafts, queue tasks, and surface review items — never patient-facing actions on their own.