Recall and preventive-visit outreach
SI builds a recall list from the practice's own rules and drafts generic book-a-visit reminders for staff to send.
Admin and operations help for small practices. SI drafts, tracks and organizes; clinicians and staff review and decide. No medical advice or clinical decisions, and patient information stays in tools covered by a BAA.
Worth knowing: Administrative support only: SI does not name a condition, recommend treatment, or make clinical decisions, and does not replace a clinician's judgment. A clinician or trained staff member reviews and approves anything clinical, billing-related or patient-facing. Patient information (PHI) is used only in tools covered by a signed business associate agreement, with access controls and the minimum necessary, never in consumer tools. SI never decides who needs care or says what a patient should do medically. Messages are generic reminders only, with no health details, no promotions or offers tied to PHI without the authorization the rules require, and no outcome promises. Texting and recording rules vary; get consent and honor opt-outs.
The problem
Patients due for cleanings, check-ups, follow-ups, or re-evaluations slip through because recall lists are manual.
What SI does
SI builds the recall list from the practice's own recall rules, drafts friendly, generic reminders to book, tracks who has responded, and gives staff a short list for personal calls.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Two-dentist practice
People due under the practice's own cleaning interval are listed. The draft reminder asks them to book and names no procedure.
- Small family-medicine practice
A recall list follows the interval the practice set. Staff get a short call list for people who have not replied, and opt-outs are left off.
- Independent chiropractic clinic
Generic book-a-visit drafts wait for approval. The message has no health details and no promise about results.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds patient information, the practice confirms the tool is covered by a signed BAA, sets role-based access, and limits SI to the minimum necessary. Start with sample or de-identified material. The practice defines who is due and the interval. Outreach uses approved generic wording with no health details. Honor opt-outs and contact preferences.
What a human still checks
- A staff member or clinician approves before anything goes to a patient, a payer, or any outside party.
- SI never sends, submits, bills, or posts on its own.
- Anything unusual goes to a "needs clinician or manager review" queue.
- The practice decides what patient data SI may see, and testing starts with synthetic or de-identified samples.
- The practice approves the wording, sends the outreach, books the visit, and clinicians decide what follow-up is appropriate for any patient.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Using these recall rules [paste] and this list [paste], list who is due. Draft a generic reminder to book from this approved wording [paste], with no health details and no offers. Track who has responded, and make a short call list for staff. Do not send anything. Pause and show me before sending, submitting, billing, posting or changing anything. Use only the sample or de-identified information I provide; do not include any patient names or health information.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.