Smarter Week

How to automate it

How to automate “call patients with reminders and recalls”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
80%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Send appointment reminders and recalls automatically by text

Automatic two-way text reminders let patients confirm, cancel or reschedule by reply, and recall messages go out to patients due for follow-up. Calls only go to those who do not reply.

Typically saves about 75% of the time2 h to set up
  1. 1Turn on automated reminders in your EHR or patient messaging tool (MyChart, Luma, Weave, NexHealth, Artera).
  2. 2Set timing (for example 3 days and 1 day before).
  3. 3Allow replies to confirm or reschedule.
  4. 4Set up recall lists (annual visits, follow-ups) to send automatically.

Tools: Luma Health · Weave · NexHealth · Artera · Epic MyChart

Quick wins

Have you tried…

Do appointment reminders go out automatically by text?
Patients get a text and can reply to confirm or reschedule. Staff only call the ones who do not answer.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Medical assistant / front desk

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Other common tasks for Medical assistants / front desk staff