Recaller · Follow-up Agent

Bring patients back without building another staff queue

Work missed calls, recall, and approved patient follow-up with a clear status for every attempt and a staff handoff when the conversation needs judgment.

The Recaller introduces itself as an AI assistant for your team on every call and message, and hands off to your team whenever someone asks.

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How a follow-up queue runs

The workflow in the diagram above, in practice: every attempt follows a contact policy your team approves, and every patient ends with a clear status.

  1. Start with an approved list

    Your team defines which patients belong in the workflow and confirms the source of the list.

  2. Set the contact policy

    Your team approves the timing, number of attempts, channel, and message. Consent requirements stay part of the setup.

  3. Work each patient to a status

    The agent records whether the patient scheduled, asked for a callback, declined, opted out, or did not respond.

  4. Exceptions reach staff

    Questions about care, benefits, balances, or complaints move to your team with the context already captured.

What the Recaller handles

A reminder sent is not the same as a patient reached. The agent works the queue so your team works the exceptions. For nephrology groups, it calls patients back for recurring visits on a cadence without tying up your schedulers.

  • Missed-call recovery

    Missed calls become a worked outreach queue instead of a sticky note.

  • Routine recall

    Due and overdue recall worked on your team's schedule.

  • Unscheduled care follow-up

    Approved follow-up for unscheduled or incomplete treatment.

  • Confirmations and reschedules

    Appointment confirmation and rescheduling prompts within office rules.

  • Responses and callbacks

    Patient replies, opt-outs, and callback requests recorded as they land.

  • Handoffs with context

    Questions outside the workflow go to staff with the conversation so far.

A smaller, clearer staff worklist

The Recaller does not give clinical advice, and it does not remove human follow-up. It reserves staff time for the conversations where a person makes the difference.

Your team shouldn't have to read every transcript or replay every call. They see who responded, what changed, and what still needs action.

  • Clinical questions

    Recorded and routed by your team's handoff rule, never answered by the agent.

  • Declines and opt-outs

    Recorded, then outreach stops or changes according to the approved policy and applicable requirements.

  • Complaints and sensitive issues

    Moved to your team with the context already captured.

  • Your team sets the policy

    Audience, timing, channel, message, attempt limits, and stop conditions are all yours to approve.

Measure progress without inflated ROI claims

Your team can track the workflow itself and apply its own financial assumptions.

  • Patients in each workflow

    Who was added to each approved outreach queue.

  • Attempts and responses

    Contact attempts made and each patient's response status.

  • Visits scheduled

    Appointments scheduled or rescheduled from follow-up.

  • Callbacks and open questions

    Callback requests and unresolved questions awaiting staff.

  • Opt-outs and stopped outreach

    Where outreach ended, with the stop reason recorded.

  • Staff time on exceptions

    Where human attention actually went.

Revenue impact depends on your group, the patient mix, and completed care. We report workflow outcomes so your team can apply its own financial assumptions.

Frequently Asked Questions

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Can we choose which patients receive follow-up?

Yes. Your team controls the source list, eligibility rules, timing, and stop conditions for each workflow.

What happens if a patient asks a clinical question?

The agent records the question and follows your team's handoff rule. It does not give clinical advice.

Does the agent keep contacting someone who says no?

No. The workflow records declines and opt-outs, then stops or changes outreach according to your team's approved policy and applicable requirements.

Does follow-up help with no-shows?

Yes. Reminders, confirmations and quick rescheduling on your approved cadence give patients an easy way to move a visit instead of missing it. Our post on cutting dialysis no-shows walks through the approach.

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See how our AI agents can help your team answer more calls and schedule more patients.

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