Fill Your Schedule Fast with Proven Patient Recall Plan


With everything going on in your office that requires your immediate attention, it’s no wonder patient recalls get pushed to the bottom of your pile. However, this can be dangerous for both your patients and your practice.  

Without a strong patient recall strategy, many of your patients would never schedule their annual wellness exams or be able to successfully manage their chronic conditions (asthma, diabetes, hypertension, etc.). This lack of recurring patient care also puts your practice at risk of losing hundreds of thousands of dollars in lost revenue.  

There is so much more to an effective patient recall plan than just running a list and picking up the phone. This is where practice management and scheduling experts, Karen Hoffer, LPN, AE-C and Gail Scheller, RN, AE-C, can help. Karen and Gail presented a 60-minute online training session that will walk you through how to implement a successful recall strategy in your medical practice.

Who is this for? This training will be most useful for those specialties that provide primary care and related services. These are the medical specialties that will benefit the most from this expert training: Asthma and Allergy, Geriatrics, Gynecology, Internal Medicine, Pediatrics, Preventive, Primary Care, Family Medicine, Urgent Care.

An effective recall strategy has multiple approaches. It concentrates on a variety of patient populations and includes your entire staff (even your providers). Getting it right can be tricky, but the results can be significant. The good news is, you don’t have to figure this out on your own.

By taking advantage of this, 60-minute online training, you’ll receive a proven of attack to help you execute a successful recall strategy. Here is some of the expert advice you’ll receive during this training:  

    • Recall voicemail script to improve patient call backs and satisfaction 
    • Generate additional revenue by optimizing patient follow up and preventative care  
    • Recall letters vs postcards vs phone calls; determine the best choice for your practice 
    • Exceed quality metric benchmarks to prevent future reimbursement rates from declining  
    • Utilize incentives for your staff to lock in future patient appointments
    • Avoid staffing headaches with consistent patient volume  
    • Maximize recall results by concentrating on those patients with the highest probability to return 
    • Reduce patient cancellations with more successful pre-appointing reminder messages 
    • Improve your practice HEDIS score—this is valuable during payer contract negotiations  
    • Utilize automated EMR recall notifications more effectively 
    • Proven plan to fill in sudden appointment gaps with patients from your recall list 
    • Utilize patient incoming calls/questions to lock in their upcoming follow-up/preventative care visits 
    • And so much more…  

Expert presenters, Karen Hoffer, LPN, AE-C and Gail Scheller, RN, AE-C, have the answers you need. During their online training they will walk you through how to implement proven recall strategies. You’ll gain the tools necessary to help you more effectively and successfully recapture patients, keep your schedule full, reduce your stress and maximize your revenue.  

You’ll walk away from this online training with an actual step-by-step recall process you can put into immediate action once you get back to your desk. However, access to this online training is limited to ensure the best experience for all that attend. 

Meet Your Experts

Karen Hoffer
LPN, AE-C partner and co-founder of Curis Physician Resources

Karen Hoffer is partner and co-founder of Curis Physician Resources.  Karen is a Licensed Practical Nurse with over 35 years of diverse healthcare experience.  She is also a Certified Asthma Educator (AE-C).  For 28 years of that experience she worked in outpatient pediatrics, urgent care and ob-gyn. For 10 years she was the manager for an outpatient pediatric practice in Northern Virginia.

During this time, she also lead the development and success of an all day walk in clinic, managing the entire process from best idea to implementation. Karen has extensive experience with value-based care as she has successfully navigated the complexities of several insurer sponsored PCMH programs. Her hands-on clinical and management experience gives her the insight needed to present realistic and workable solutions to complex outpatient healthcare challenges for medical practices across the country.

Gail Scheller
RN, AE-C partner and co-founder of Curis Physician Resources

Gail is partner and co-founder of Curis Physician Resources. She launched this consulting company to help medical practices successfully navigate the changing field of outpatient healthcare management and insurance reimbursement. Gail has over 30 years experience working in the healthcare industry in outpatient medical office billing, HR and bookkeeping.

Gail has also worked as a patient care coordinator and is a certified asthma educator (AE-C). She has managed a multi-provider pediatric practice, with responsibility for facility and office operations, staff scheduling and training, and inventory management. Her front-line experiences include developing coding and billing training programs for staff and providers as well as successfully navigating value-based-care programs.