Recall by Clickcase / Patient activation

HIPAA-ready production path

Begin patient outreach with a goal. Not a blast.

Build a campaign designed to bring the right patients back—in minutes, even if your team has never written patient outreach before.

Start your first campaign See how Recall works

HIPAA-ready describes the gated production path. This preview uses synthetic sample data only; PHI access requires a signed BAA and verified safeguards. No card is collected and no messages are sent. No provider is called, no patient information is uploaded, and no patient state is stored.

Campaign direction / Synthetic previewIllustrative only

Florence

Synthetic guidance illustration for the outcome your practice chooses.

Practice goal

Reconnect with patients who may be ready for a follow-up conversation.

02Starting paths

04Export fields

01Required reviewer

Illustrative preview only — no provider call, upload, message, reply, or live success is represented.

Chapter 01 / Direction

A list is only the raw material

Your patient list is an untapped gold mine.

Your existing patient list may hold meaningful revenue that has been hiding in plain sight. Choose the goal, and Recall helps you find patients who may need help, build the right campaign, and bring them back to your front door.

PATH 01

Start with a goal.

Tell Recall the outcome you want. Florence helps translate it into an audience brief, identifies the fields to export, and gives you guidance for the EMR or EHR your practice uses.

Outcome → audience → export guidance

PATH 02

Start with a list.

Bring a basic contact file, map its fields, and tell Recall what you want those patients to do. The campaign plan is built around that audience and reviewed before the next stage.

List → goal → campaign plan

External evidence / Patient re-engagement

Focused follow-up can move patients back toward care.

Independent ophthalmology studies show meaningful re-engagement, better attendance, and one study’s positive projected economics. These are published study results—not Recall customer results.

22.2% vs. 11.6%30-day appointment attendance

In a randomized 362-patient ophthalmology trial, a mailed letter plus an EHR message was compared with a mailed letter alone after a missed appointment.

$1,765Projected net revenue

In one uncontrolled glaucoma study, 117 portal messages were followed by 12 return visits. The authors estimated $1,764.80 in prospective net revenue and $128.70 in staff preparation time.

12.5% and 32%Reported one-month re-engagement

Reported separately by two glaucoma initiatives that used different outreach methods, populations, and definitions of re-engagement.

Published sourcesAtta et al. / Am J Ophthalmol / 2024 Schulman et al. / Ophthalmology Glaucoma / 2026 Robbins et al. / Ophthalmology Science / 2021

Study designs, populations, outreach methods, and definitions differed. The studies used EHR portal messages or provider-led recall—not SMS sent by Recall—and do not guarantee results for any practice.

Chapter 02 / Workflow

A deliberate path from idea to review

Five stages. One clear line of intent.

The workflow keeps strategy, audience preparation, and messaging connected. Every stage is visible, editable, and designed to make the final review easier.

Direct

Define the outcome you want and the right next step.

Export

Safely export your list. We’ll help based on the EMR or EHR you already use.

Audience

Use your list to create the right audience for the goal you want.

Messaging

Shape action-oriented SMS and email drafts geared to your goal.

Recall

Edit, approve, and recall your patients back to your practice.

Chapter 03 / Intelligence

Useful guidance, strong human control

Export less. Say more. Review everything.

Recall keeps audience preparation focused and gives practices a stronger first draft without hiding the decisions that matter.

EMR-specific guidance

Keep clinical filtering where it belongs.

Choose your EMR or EHR, get tailored export instructions, and complete clinical or eligibility filtering inside the source system. Recall only asks the preview to map four basic contact fields.

[firstName][lastName][phone][email]

Select your systemTailored path

Filter in the sourcePractice control

Map the contact fileFour fields

Illustrative guidance only — no file is uploaded or read on this page.

Florence-guided messaging / Synthetic illustration

A first draft that earns the next action.

Messaging begins with the practice goal, the audience, and the action patients should take—not a generic reminder. Every SMS draft is written to align with the practice’s approved 10DLC use case, and every SMS and email remains editable. Don’t annoy. Engage!

Hi [firstName]—it may be time to revisit the symptoms you discussed with [practiceName]. Would you like a member of our team to reach out?Reply STOP to opt out.

Draft → edit → practice approval

Illustrative editable message only — no provider is called, no message is sent, and no patient reply is recorded.

Chapter 04 / Campaign form

Use the format that serves the goal

One useful outreach moment—or a system that keeps working.

Recall is designed dynamically to let you send one important message, a well-crafted sequence, or an ongoing activation. Your choice. This public presentation is illustrative; it does not send messages or activate a campaign.

One-time outreach

A focused message for a specific practice priority or timely opportunity.

Goal-based sequence

A considered series that gives patients a clear path toward the next step you’ve determined.

Ongoing activation

A repeatable outreach rhythm for the audiences your practice serves over time.

Patient reactivation

Reconnect with the right existing patients around a relevant practice goal.

Recall is one signal inside a smarter front end.

Clickcase helps private practices design their patient mix across demand, activation, intake, and intelligence. Recall brings that discipline to existing patient relationships.

Why Clickcase built Recall

Low entry cost / Usage-aligned

Start small. Pay for the outreach you actually use.

Production pricing is being designed around a low monthly access cost plus usage. Exact rates will be published after the delivery model is finalized.

See the pricing model

Contact / Clickcase

Give your patient list a direction.

Talk with Clickcase about the outcome your practice wants and how Recall can turn it into useful patient outreach.

Truthful inquiry fallback

This public preview does not collect or submit contact data.

Email Clickcase