Who to target (simple)
- Patients not seen in 6–18 months (depending on specialty).
- Patients who started care but missed follow-up.
- Patients with chronic care plans needing periodic visits.
3-message sequence (copy/paste)
| Message | Text |
|---|---|
| 1 | “Hi [Name], checking in — do you still need help with [issue]? We can schedule this week.” |
| 2 | “We have openings [day/time]. Want us to reserve one?” |
| 3 | “Last check‑in — reply R anytime if you want to reschedule.” |
Keep it respectful and helpful. Use your clinic’s consent and messaging policy.
Implementation checklist (copy/paste)
- Choose the KPI you want to move.
- Implement one workflow change (SOP + checklist).
- QA sample 10 items/day for 5 days.
- Publish a 1‑page weekly report: KPI, blockers, next action.
Educational resource only — not legal/medical/billing advice.