Recall & broadcasts

Two related surfaces — surface patients due for care, then reach them at scale. Lives at /admin/recall-panel + /admin/broadcast.

Recall panel

/admin/recall-panel — patients due for screening, chronic follow-up, or preventive care. The panel is computed from the tenant’s enrolled care-gap rules:

USPSTF rules ship by default — annual physical, age-graded cancer screens (mammo, colonoscopy, cervical, PSA), depression screening, A1c follow-up cadence.
Tenant rules the admin adds (e.g., “every diabetic with no podiatry referral in 12 months”).

Each row shows: patient, gap, last action date, days overdue. Sort by overdue-days descending for the highest-yield outreach.

Broadcasts

/admin/broadcast — message a cohort at scale. Cohorts can be:

The output of a recall query (everyone overdue for flu shot).
A practice-defined segment (“all patients with primary insurance X”).
A static list (specific patients you uploaded).

Channels: email + SMS. Templates are HIPAA-safe — no PHI in the body without explicit toggle, only the patient’s first name + the generic call-to-action by default.

Audit log

Every broadcast persists with:

Cohort definition snapshot (so you can recompute who was contacted later).
Send → opened → clicked → responded funnel per patient.
Suppression list — don’t re-send to people who opted out of marketing-grade messages.

Recall → recall-request handoff

Patients who respond to a recall outreach can:

Self-book via the public booking widget.
Reply to the SMS; the contact-center voice agent picks up subsequent inbound and books from there.
Email back; the email lands in the practice’s secure messaging.

The loop closes automatically: when the recalled patient actually shows up for the visit, the gap row clears.

What it isn’t

Not a marketing platform. Pollen8’s recall + broadcast is for clinical recalls (preventive care + chronic follow-up). For “open house” or new-service marketing, use the public profile + lead capture.