Five Ways to Improve Patient Recall with RevenueWell

Patient recall is important to your practice’s productivity and profitability, but how do you motivate patients to return for their next visit? The RevenueWell Marketing Platform comes with built-in features to simplify the recall process for your practice and achieve greater success with patient retention. Here are our top five ways to improve patient recall using RevenueWell:

1. Encourage every patient to schedule their next appointment.
   
   The best way to improve patient recall is to schedule patients for their next appointment before they leave your office. Scheduling weeks or months in advance increases the chances that a patient stays committed to that appointment. It’s much easier to encourage an appointment booking during a visit rather than over a text, email, or phone call. Encourage patients to book their next visit as they check out and emphasize the value of routine visits.
   
   
2. Assign every patient a Recall date in your PMS.
   
   Patients should have a recall date entered in the patient profiles of your Practice Management System after every visit to your office. Because RevenueWell pulls patient information from your PMS, patients without a recall date won’t receive the Recall campaigns or show up in Insights reporting. Keep your patients on track and make a habit of entering recall dates during every patient visit!
   
   
3. Activate all five attempts of RevenueWell’s Recall campaign.
   
   The attempts are available to you, so why waste them? It takes multiple intentional touchpoints to get patients to act, so activate all Recall opportunities to increase your success rate with getting patients back in your chair. Also, customize a schedule for the Recall attempts to drop at effective intervals for patient engagement. For example, try scheduling attempts to send out 60 days before and 60 days after patient recall dates.
   
   
4. Implement attention-worthy messaging.
   
   For recall campaigns, craft a high-impact message that grabs patients’ attention and convinces them to book their next visit. Try using a statistic, fun fact, or catchy greeting to make your message stand out against the many emails, texts, or mail that patients receive. You could also include a time-sensitive offer or promotion as extra motivation for booking an appointment with your practice. As with all patient messages, make sure this message represents your unique practice brand.
   
   
5. Send a one-time Recall Campaign to recall patients.
   
   With RevenueWell Campaigns, there are templates available for one-time patient recall communications. One-time campaigns can be effective for grabbing patient attention and creating urgency around booking a new visit as you can target patients based on their treatment history, insurance, and other factors. Consider using a special offer or promotion in these campaigns to get patients back in your chairs.

A Closer Look at Recall Activity

1. Past Due Patients Scheduled: Total number of patients that reached their recall date without an appointment scheduled last week.
2. Recall Messages Sent: Total number of automated Recall and Reactivation messages sent last week.
3. Number of Unscheduled Patients Past Recall Date: Total number of patients past their recall date without an appointment scheduled. This excludes patients who haven’t completed an appointment in 18+ months.[KS1] 
    

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