Use this guide to efficiently manage overdue and due patients. By combining automated outreach from Donna with manual follow-up from your team, you can improve list coverage, stay organized, and keep patients scheduled consistently.
Overview
Donna automatically reaches a large percentage of patients due for continuing care. Your team should focus manual efforts on:
- Patients who have not responded to automated recalls
- Patients who need an additional personal touch
- Patients who are overdue and still unscheduled
The best results come from regularly reviewing Recall lists and taking action on the highest-priority patients first.
Learn more here ππ» Best practice for working Recall lists in Patient Management
Additional resources to keep you on track:
ππ» How to Log a Recall for a Patient
ππ» How to Create, Edit or Delete Patient Follow-up's
ππ» How to Manage My Follow Ups?
ππ» How to Disable Email or Text Messages for Specific Patients