Patient Recall and Retention
Automated Messaging and Medical Office Phone Automation That Bring Patients Back—Effortlessly Keeping your schedule full shouldn’t mean chasing down patients.
With EHR Assist’s Patient Recall and Retention tools, your practice can automatically send personalized reminders, texts, and calls—powered by medical office phone automation—to bring patients back for routine checkups, follow-ups, or overdue visits.Set it once, and let the system do the work.

Effortless Patient Recall That Keeps Your Calendar Full
Stay connected to every patient without adding to your team’s workload.
Our recall automation platform helps you:
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Auto-send reminders at customizable time intervals
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Personalize messages by provider, location, or service type
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Engage patients through automated calls and text reminders
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Reduce staff workload with smart phone automation
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Boost retention and patient volume with consistent communication
Your team saves time. Your patients stay connected. Your schedule stays full.

How It Works
Patient Visit
During their appointment, the patient receives care as usual. Our system records their visit date and recall eligibility automatically.
Automated Outreach
At the right time, your medical office phone automation system sends a personalized call, text, or email—customized to your recall rules and timing preferences.
Patient Response
Patients can call back directly, speak with your staff, or book online through our integrated appointment request tool. Every response syncs with your EHR or practice management system instantly.
Together with DoctorConnect + LumiSight Health, we take patient recall to the next level. Our AI-powered precision engine identifies high-risk or overdue patients, prioritizes outreach, and automates the process—ensuring your most valuable patients receive timely communication through medical office phone automation.
The result? Smarter engagement, stronger outcomes, and measurable ROI—without extra manual effort.
AI-Powered Precision Recall
EHR ASSIST & DoctorConnect + LumiSight Health
Modern Tools for
Modern Practices
Smart Reminders
Interactive, customizable reminders delivered through text, voice, or email—built to fill every gap in your schedule.
Automated Waitlist
Quickly fill cancellations with first-come invites and self-service waitlists that operate automatically.
Digital Intake Forms
Reduce wait times with mobile-friendly patient forms that sync directly to your records.
Payments & Collections
Securely request and receive payments before or after appointments to keep cash flow healthy.
Recall & Retention
Automated, rule-based recall messages bring patients back on time and keep your calendar full.
Online Scheduling
Empower patients to book their own appointments with customizable, intelligent scheduling options.
Surveys & Reputation Management
Collect feedback after visits, encourage positive reviews, and receive alerts for negative responses before they go public.
Telehealth Integration
Launch HIPAA-compliant video visits with automatic reminders, secure links, and patient forms—all in one place.

📞 CONTACT US
ADDRESS
91 9th St S, Naples, FL 34102
SEND US AN EMAIL
OPENING TIME
Mon -Fri: 9:00am – 5:00 pm

