By: Shelby DeCoursey

Get More Out of Your Patient Recall: Benefits and Strategies That Drive Patient Return

, Director of Sales & Marketing

Is your waiting room filled with fewer patients than usual these days? 

One crucial sign of a thriving medical practice is that its patients keep making appointments and coming back for essential and preventative care. The issue of too many empty seats in the waiting room could be due to reduced patient engagement.

Accordingly, you and your staff may need to devote more time and resources toward improving patient recall.

 

About Patient Recall

Patient recall is a strategy where a medical practice encourages its patients to return for their regular check-ups and follow-up visits. Adhering to a schedule is essential for keeping your patients on track with their health. It’s also fundamental for reducing patient attrition. 

Note that the idea of patient recall may sound similar to patient follow-up protocols, but they are two different strategies. 

In patient follow-up, your staff focuses on providing continuing care after a recent visit, such as checking test results, monitoring recovery, or managing a solution. In contrast, patient recall is a proactive effort to bring patients back after periods of no contact for routine, preventative, or overdue care.

 

Benefits of Improving Your Patient Recall Efforts

 

Patient recall benefits graphic.
 
Lower costs

It costs less to keep your current patients returning for services than it does to rely on marketing, social media, and the usual word-of-mouth recommendations to attract new patients. Patient recall programs help reduce churn which lets you make the most of your existing patient base. Over time, consistent engagement helps stabilize revenue and lowers the cost per appointment scheduled.

 

Demonstrate care

You’ll also show that you care about your patients, always going the extra mile to ensure they stay connected and more engaged with your staff. Timely reminders, personalized messages, and easy access to care reinforce that their health is a priority not just during appointments, but in between them as well. This type of outreach builds long-term trust and encourages patients to stay loyal to your practice.

 

Keep your schedule filled

As more patients respond to your appointment reminders and other outreach efforts, your schedule will have fewer holes. The higher patient volume translates to better revenue flow, too. Consistent attendance also allows providers to better plan their days and optimize staff time which can be beneficial for filling last-minute gaps.

 

Improve appointment attendance

When you remind patients about upcoming appointments using their preferred communication method, they’re more likely to show up. Personalized reminders help them stay on track with their care plan even when life gets busy. A greater amount of no-shows and the need for rescheduling can throw off daily operations and affect staff productivity.

 

Increase accessibility for patients

Offering alternative ways to attend appointments ensures that patients with mobility, transportation, or scheduling challenges can still receive care without missing appointments. Whether someone lives in a rural area, juggles demanding work hours, or cares for others at home, virtual visits remove a major barrier to ongoing care.

 

Make communication effortless

Giving patients convenient, secure access to staff via digital forms helps maintain connection and reduces communication barriers between visits. Patients can ask questions, confirm details, or access health information on their own schedule without having to call or wait on hold. This also eases the burden on your front desk and improves overall patient satisfaction.

 

Strategies to Get Started

 

Patient recall strategies graphic.

 
Ask for feedback and communication preferences

Get feedback from patients about their experiences with your practice. You can give them a paper questionnaire to fill out or send them questions by email or text messages. And while you’re at it, ask them their preferred methods of communication if you haven’t done so already. This helps you tailor outreach efforts to each patient and identify areas where your patient experience could improve.

 

Use personalized appointment reminders

Send timely appointment reminders through patients’ preferred communication channels, whether that’s text, voice call, or email. Personalized reminders increase the chances of attendance and show patients you value their time and engagement.

 

Create templates for efficiency and consistency

Develop customizable templates for appointment reminders that can be automatically populated with patient names, dates, and other key information. These can be used for text messages or emails and help your team save time while maintaining a professional and personal tone.

 

Offer telemedicine as an option

Provide virtual visits for patients who may have difficulty getting to your office due to mobility issues, transportation challenges, or conflicting responsibilities. A secure telemedicine solution ensures they can still access care, helping reduce common no-show concerns and increase recall rates.

 

Maintain a HIPAA-compliant patient portal

Verify that your patient portal is HIPAA-compliant, user-friendly, and well-integrated with your EHR. A secure portal allows for private communication and gives patients easier access to information and support between visits.

 

Evaluate your practice technology

Review your current software systems to ensure they are modern, efficient, and meet all privacy and usability standards. If tools like your patient portal or appointment system are outdated or cumbersome, consider upgrades that better support both your staff and your patients.

 

Train staff to enhance the patient experience

Educate your staff about the importance of creating a welcoming and helpful environment. Every interaction, from the front desk to follow-up communication, should reflect your practice’s commitment to patient-centered care.

Benchmark Solutions Can Help You Boost Patient Recall

Our software tools are designed to help medical practices improve your patient recall strategy and its related barriers in many ways. Our communication tools also keep patients’ data private and secure, adhering to HIPAA requirements, while making it more convenient to reach out to them during recall campaigns to schedule screenings or annual examinations. Use Benchmark EHR, Benchmark PM, and their software enhancements to maintain provider-patient relationships, boost the effectiveness of recall scheduling, and enable consistent communication.

Benchmark PM offers features specifically for patient recall, including our recall notice feature and recall reporting options. 

  • Recall notice feature: module includes a built-in recall notice feature that allows practices to proactively schedule follow-up outreach. Staff can enter a recall date at the time of the patient’s visit.
  • Recall reporting options: Recall reports can be generated on a monthly or bi-weekly basis, providing staff with an organized list of patients due for follow-up care.

Our appointment reminders software enhancement can also be automated based on the recall notice feature. Additional software enhancements that support your recall goals:

  • My Health Record
  • Telehealth
  • Website scheduling widget

Software enhancements details

Learn more about recall features

Interested in learning more? Let us know below.