01
Find
Identify patients who have passed the appropriate recall period.
Recall Agent
Bring the patients who already know you back.
Your practice already has patients who trust you. MTS finds the ones who are overdue, re-engages them, and helps bring them back to the calendar.
Recall opportunity
Patients due for recall
6+ monthsLast appointmentRecall due
SW
Sarah Williams
JC
James Carter
EJ
Emily Johnson
MB
Michael Brown
Due Contacted Responded Booked
The patients you already have
You do not always need more leads. You need to bring back the patients you already earned.
Your practice has already spent time and money acquiring patients who know your team and trust your care. Some simply stop coming back.
The problem is rarely that your database lacks opportunity. The problem is consistently finding it and following up.
Patient databaseOverdue patientsNo follow-upEmpty calendar
MTS changes what happens next.
Find the opportunity
Find the patients who are ready to come back.
The Recall Agent identifies patients due for follow-up, finds the opportunity, and starts the re-engagement process.
FindReachFollow upBook
Recall opportunity
Patients due for recall
6+ monthsLast appointmentRecall due
SW
Sarah Williams
JC
James Carter
EJ
Emily Johnson
MB
Michael Brown
Due Contacted Responded Booked
How it works
From overdue patient to booked appointment.
02
Prioritize
Surface the patients ready for re-engagement.
03
Reach out
Start the configured communication workflow.
04
Follow up
Keep the conversation from ending after one message.
05
Book
Guide interested patients toward their next appointment.
Why it matters
Get more value from the patients you already acquired.
Recover overlooked appointments
Patients who would otherwise remain inactive can return to the conversation.
Reduce manual recall work
Your front desk does not have to search lists and chase every overdue patient.
Keep your calendar moving
Recall conversations create more opportunities for appointments.
Make your database work harder
Your CRM becomes an active source of future appointments.
Follow-up
One message should not decide whether the patient comes back.
Patients get busy and messages get missed. A lack of response does not always mean a lack of interest. The Recall Agent continues the configured follow-up process so opportunities do not disappear after one unanswered message.
Illustrative recall sequence
1
Day 1
Initial outreach
2
Day 3
Follow-up
3
Day 7
Follow-up
4
Response
Patient responds
Next step
Appointment booked
Patient context
Patient
Sarah Williams
Last visit
March 14
Recall
Due
Previous appointment
Routine hygiene
MTS: Hi Sarah, you are due for your next visit. Would you like help finding a time?
Context matters
A recall conversation should feel like it belongs to your practice.
The workflow can use patient and practice information available through connected systems to make outreach more relevant.
Relevant context creates better conversations than generic mass messages.
Connected to your system
Your patient database becomes an active workflow.
The Recall Agent connects the patient information you already use with the process of getting patients back onto the calendar.
CRM
Recall Agent
Outreach
Conversation
Appointment
Questions to ask
Recall support that keeps people involved.
Is this just mass messaging?
No. The workflow identifies patients who are due, engages them through the configured process, and moves interested patients toward the next appointment.
Will patients feel like they are getting spammed?
The workflow follows your practice communication preferences and configured follow-up rules. The goal is useful patient communication.
Does this replace my front desk?
No. It removes repetitive recall work so your team can spend more time on patients and conversations that require a person.
What happens when a patient replies with something complicated?
Those conversations can be routed toward your team instead of forcing automation to handle situations that require a human.
Does it guarantee patients will book?
No system can guarantee that. The goal is to consistently identify overdue patients, follow up, and create more opportunities for them to return.
You already have patients who trust you. Bring them back.
See how much recall opportunity is sitting inside your patient database and where your practice could be leaving appointments behind.