Use case

Patient recall and reactivation call campaigns

Annual physicals, cleanings, follow-ups, care gaps — HUM calls the patients who are due, has a real conversation, and books the ones who are ready.

The recall list nobody gets to

Every practice has one: hundreds of patients who are due back, and no spare hours to call them.

Postcards and portals get ignored

Recall postcards go straight to recycling, and portal messages reach the patients who were already engaged. The lapsed ones need a phone call.

Staff never reach the bottom of the list

Recall calling is the first task dropped on a busy day — so the list grows, and patients quietly lapse to other providers.

Lapsed patients are silent churn

A patient who misses one recall cycle often misses the next. Each unmade call is recurring revenue and continuity of care walking away.

How it works

How recall campaigns work

Point HUM at the list — it makes the calls and reports back.

  1. Step 1

    Build the recall list

    Upload a call list, sync from your CRM, or pull patients due for follow-up from your scheduling system.

  2. Step 2

    Bea makes the calls

    Patients get a friendly, natural call — paced within quiet hours, retried on your schedule, with SMS follow-up.

  3. Step 3

    Due patients book

    Interested patients are scheduled in-call, sent a booking link by text, or warm-transferred to staff.

  4. Step 4

    Results in one place

    Booked, call-back-later, declined, unreachable — every patient ends the campaign with a structured outcome.

What you get

Reactivation at list scale, one conversation at a time

HUM works the whole list the way your best scheduler would work one patient.

Call lists & campaigns

Upload or sync a list, choose a flow, and launch. HUM manages dialing, retries, and pacing automatically.

Real conversations

The agent explains why you’re calling, answers questions about the visit, and handles objections politely.

SMS booking follow-up

Patients who prefer to book on their own get a text with the details — with opt-outs honored automatically.

Scheduling integration

FHIR scheduling and CRM sync mean booked recalls land on the real calendar, not in a spreadsheet.

Respectful pacing

Quiet hours, retry limits, and blocklists keep outreach persistent without becoming a nuisance.

Campaign outcomes

See bookings, declines, and unreachable patients per campaign — and push results to your CRM by webhook.

FAQ

Common questions

What kinds of recall campaigns can HUM run?
Any list-driven outreach: annual physicals and wellness visits, dental cleanings and hygiene recall, chronic-care follow-ups, care-gap closure, reactivating patients who haven’t been seen in a year or more, and post-visit callbacks. If you can build the list, HUM can work it.
How do patients react to an AI recall call?
The agent is upfront, friendly, and useful — it explains why it’s calling, answers questions about the visit, and books or hands off to staff when the patient is ready. Patients who prefer text get an SMS follow-up instead, and opt-outs are honored immediately.
Can HUM book the appointment during the call?
Yes, depending on your setup: the agent can schedule through FHIR scheduling integration, send a booking link by SMS, capture a preferred time as a structured outcome for staff, or warm-transfer to your front desk to finish the booking live.
How does HUM avoid over-calling patients?
Campaigns enforce quiet hours, retry limits, per-patient pacing, and opt-out lists automatically. Once a patient books, declines, or opts out, outreach stops for that patient immediately.
How do we get recall results into our CRM or EMR?
Every campaign outcome is available in the dashboard and can be delivered in real time through signed webhooks, CRM sync, or the public OpenAPI — so booked patients, declines, and bad numbers all end up in your system of record.

Work the whole recall list this month

Upload a list, pick a flow, and let Bea start calling — free for 14 days, no credit card required.