Patient Re-engagement
Reconnect with patients selected by the practice for follow-up. Capture interest, changed preferences and new coverage details before preparing a scheduling request or staff callback.
How the work moves.
Returning patients may have a new plan, location preference or question.
- 01
Use a practice-approved outreach list.
Use the practice’s selected outreach list and approved purpose for contact.
- 02
Confirm interest and collect changed details.
Capture whether the patient wants a visit, has a question or reports changed details.
- 03
Offer supported scheduling or a staff callback.
Prepare a scheduling or staff follow-up with the response and current preferences attached.
A request,
with its context intact.
A patient due for a practice-selected follow-up wants to return but now prefers a different location and has a new insurance plan.
Fictional example · No patient data or external action
- Interest
- Patient would like a follow-up visit
- Changes
- New location preference and insurance information
- Next action
- Prepare linked scheduling and coverage-intake work
Start with the
right information.
Keep these details with the request so the next person can review the work without repeating the intake.
- A practice-approved follow-up list
- Approved outreach reason and wording
- Patient contact preferences
- Supported scheduling and callback options
About this workflow.
Who decides which patients need follow-up?
The practice defines the outreach population and clinical reason for follow-up. The workflow supports that approved list rather than deciding who needs care.
What if a patient does not want outreach?
Record the response and follow the practice’s contact-preference and suppression rules before any further communication.
Related workflows.
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