Patient CRM that brings patients back
Recall, reminders and follow-up run from one patient record. Your team sees who is due, who has lapsed and who needs a call, without exporting a list every month.
- Salesforce partner
- Silver
- Salesforce certifications
- 50+
Where recall breaks down
Recall should be the easiest appointment to fill. In a busy independent practice it is often the first to slip.
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Recall lists built by hand
Someone exports who is due each month, and the list is out of date before the last call is made.
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Reminders that depend on who's in
Letters one month, texts the next and nothing when reception is short, so nobody can measure what works.
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Lapsed patients nobody chases
Patients who cancel or miss recall drop out of view, because nothing flags them for follow-up.
How it works
One patient record drives every reminder, and every result comes back to the same place.
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Patient record
One contact record per patient, alongside your practice management system.
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Recall rules
Who is due, and when, worked out automatically.
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Reminders
Email and text sequences, with lapsed patients followed up automatically.
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Rebooking
Each reminder links to the practice's own booking route, so patients can pick a time straight away.
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Recall reporting
Recall rates and lapsed patients, visible at a glance.
Built for patient data
- Data governance set up to support GDPR compliance
- Access set by role, so each team member sees what they need
- Reminder consent recorded per patient and per channel
Questions
No. Your practice system stays the clinical record. The CRM runs recall, reminders and follow-up alongside it.
It depends on the system. We check how your practice system shares its data before any build starts, and set out the approach in the statement of work.
Yes. Recall rules are set by treatment or patient group, so different intervals can run side by side.
Your reception team. We train them before launch and stay on hand for support afterwards.
Not just as instructed
Book a free consultation
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.