Glossary

What is Patient recall automation?

Patient recall automation is the use of software to contact patients who are due or overdue for a visit, by call and text, and book them back into the schedule without a staff member working the list by hand. Recall is one of the highest-leverage workflows for any practice.

By Alex Le, Echo product teamUpdated July 2026

Most practices have a recall list sitting in their PMS that no one has time to call through. Automating it turns dormant patient relationships into booked appointments and protects continuity of care, especially for hygiene, well-child visits, surveillance scopes, and chronic-care follow-ups.

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