Summary
Find what is due from each patient's plan and record, draft each message in the clinic's voice with the clinical reason and a link to schedule, and have a person approve it before it sends. Keep care messages and marketing apart. Automated reminders measurably raise completion, and patients read them as care when the reason is theirs.
The patients who most need a review are often the ones who quietly stop coming. A reminder at the right moment changes that. In a randomised trial at community health centres, automated text nudges raised screening completion from 49.8% to 58.9%, and did better than calls from nurses.1
For a private clinic the same mechanism fills the diary with visits that were always going to be needed. This article sets out how to run it so that it reads as care rather than marketing.
See it in your clinicSee this month's due list for your clinic, drafted and waiting for approval.
Request a demo| Due | Found from | Message carries |
|---|---|---|
| Repeat test | The doctor's plan | The reason, the doctor, a link to schedule |
| Review | The last signed plan | When and why, with the doctor's name |
| Refill | Prescription length | Days left and how to renew |
| Annual check | The programme the patient is on | What is checked and why |
What is due is already in the record
A doctor who asks for repeat bloods in eight weeks, a review in three months or an annual HRT check has already written the outreach plan. A prescription with a known length has a known end.
The work is finding it across every patient and every doctor, which is why recall lists live in spreadsheets and fail quietly. A due list built from the plans themselves has no list to maintain.
Draft in the clinic's voice, and hold it
Each message should name the clinical reason, the doctor who asked and a link to choose a time. It should come from the clinic's own channels, such as WhatsApp, email or text, and respect quiet hours.
Nothing should send without a person approving it. That rule is set out in human approval for patient messages, and it is what makes automated outreach safe to run at scale.
Care, not marketing
A message about a patient's own treatment is part of their care. A message about a new service is marketing. The law treats them differently, under PECR in the UK and TCPA and HIPAA in the US, and patients do too.
Keep the two apart. Care messages carry the reason and come from the doctor's plan. Marketing needs its own consent and its own list.
Measure who came back
Track who was asked, who read it and who scheduled, by clinic and by doctor. Review the list of patients who did not respond, because those are often the ones the doctor most wanted to see.
The proactive care feature shows the due list, the approval queue and the results in wai. Recalls for results are covered in recalls and results admin.
Send us an anonymised recall list and we will show you the drafts and the approval queue.
Request a demoFrequently asked questions
Do automated reminders work for patients?
Yes, measurably. Text nudges raised screening completion from 49.8% to 58.9% in a randomised trial.1
Should outreach messages send automatically?
No. Draft them automatically and have a person approve each one before it sends.
Is a recall message marketing?
A message about the patient's own treatment is care. A message about a new service is marketing and needs its own consent.
Which channel should a clinic use?
The one the patient already uses with the clinic, such as WhatsApp, email, text or the app.
How should a clinic measure outreach?
By who was asked, who read it and who came back, reviewed by clinic and by doctor each month.
Sources
- Automated text nudges may offer scalable, low-cost path to closing screening gaps, read 18 October 2026
- Text message reminders and colorectal cancer screening, a meta-analysis, read 18 October 2026
- Security at wai, read 18 October 2026
Reach every patient before they need to ask.
Thirty minutes on your own due list. We reply within one working day.
Partner with us
See it on your own patients, then build it with us
Thirty minutes on your own patients, doctors and rules, in your market. We reply within one working day, and the clinics that partner with us early shape what we build next.
Read how proactive care works in a clinic