Nobody has the check-up date
"Let’s see each other in six months" stays verbal. When that date comes, nobody remembers.
Recall Automation
Patient recall system: don’t lose patients who haven’t come in a long time.
Patients who haven’t come for the period you choose are listed automatically, and you send the invitation in one click. You don’t forget, and they come back.
Turn one visit into a lasting relationship
Leave the recall list to the system.
Set the period, and patients absent that long join the list. Send the invitation in one click; open a rule in Message Automation and the message goes by itself.
Familiar problems
Why don’t patients due for a check-up come back?
A patient whose treatment is finished leaves happy, but there’s no system to call them back six months later.
The list is kept by hand
A call list kept in Excel isn’t updated; the same patient is called twice and some are never called.
Winning back is left to time
A patient who hasn’t come for a long time doesn’t return on their own. A patient who isn’t reminded forgets.
What changes
Before and after.
Nobody has to check the calendar to recall a patient.
Today
The check-up date is kept in someone’s head
A forgotten check-up means a lost visit.
With Clineo
The system tracks the time — A patient with a treatment history and no appointment for the period you chose drops into the call list automatically.
Today
The call list is prepared by hand
Preparing the list is a job in itself.
With Clineo
The list builds itself — Who to call comes ready. Your team calls instead of preparing lists.
Today
Who was contacted gets forgotten
The same patient is contacted twice while others are skipped.
With Clineo
No repeats — A patient who got an invitation leaves the list for 30 days, and a patient with an appointment doesn’t join it.
Why Clineo
Win your patients back.
Recall works together with reminders, segments and opportunity reports.
Automatic list
Patients past the period are listed automatically.
Reminder goes out
Send the invitation SMS one by one or to everyone.
Your period
Choose the period yourself, from 1 to 36 months.
Loyalty grows
Regular follow-up keeps the patient at the clinic.
Steady revenue
You won’t lose sight of patients who don’t return.
No back-to-back messages
A patient invited in the last 30 days doesn’t get another one.
How it works
Recall in four steps.
Recall works together with reminders, segments and opportunity reports.
Set the period
Choose how many months of absence to look for.
It falls due
The system lists the patient.
The recall goes out
You send it and the invitation SMS goes out.
An appointment opens
The patient calls you and you book the appointment.
Note: Following consent and data-protection rules in recall messages is the clinic’s responsibility; invitations only go to patients with SMS consent.
Works together with
Which modules does it connect with?
Recall counts from the patient’s last appointment and works alongside appointments and messaging.
Treatment Planning
patients with a treatment history join the list
Patient Segments
see the “inactive for 6 months” list as well
Appointment Reminders
appointment reminders for returning patients
Online Booking
share your link and patients leave their own request
Opportunity Reports
see recall candidates alongside other opportunities
AI assistant
Neo opens the recall screen.
Say "Open the recall screen" and Neo puts the list in front of you. You see it and decide who to start with. Neo doesn’t message patients on its own.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
How it selects
Who gets an invitation, and when?
Patients who have not come in for the period you set
Patients who have had treatment before and have not booked an appointment for the period you choose are listed.
It does not go to the same patient repeatedly
A patient who was sent an invitation in the last 30 days drops off the list.
The message goes out under your clinic's name
The invitation SMS is sent from the SMS account you connect, under your clinic's sender name.
In Clineo Smart
Recall automation is included in the Clineo Smart plan.
FAQ
Frequently asked questions about Recall Automation
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoAre recall and appointment reminders the same thing?
No. A reminder is for a booked appointment. Recall is for calling back patients who have no appointment and haven’t come in a long time.
Can I set the check-up interval by specialty?
You choose one period for your clinic: six months, a year or anything from 1 to 36 months. It applies to all patients.
Which plan includes this feature?
Recall Automation is included in the Clineo Smart plan. Since the Enterprise plan includes all of Soft and Smart, it is available there too.
Does the message to recalled patients go out automatically?
The list is prepared automatically and sending stays in your hands. You see who to call, then send. If you turn on the “Patients absent for X days” rule in Message Automation, the message goes by itself.
Which patients does recall make sense for?
It’s useful for any clinic whose patients should come regularly. The invitation on the recall screen is written for dental check-ups; in other specialties, write your own text in Message Automation.
Ready when you are
Win your patients back.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.