01Recall that writes back
Starts when. A patient becomes due for review.
- Due list
- BEFOREAn Excel export, worked through by phone
- NOWGenerated from the record every morning
- Reminder
- BEFORETyped into WhatsApp, one patient at a time
- NOWDrafted by AI, approved by staff, sent on the channel the jurisdiction allows
- The reply
- BEFORELost in the thread
- NOWBooked straight into the diary and written to the record
| WORKFLOW | BEFORE | NOW |
|---|---|---|
| Due list | An Excel export, worked through by phone | Generated from the record every morning |
| Reminder | Typed into WhatsApp, one patient at a time | Drafted by AI, approved by staff, sent on the channel the jurisdiction allows |
| The reply | Lost in the thread | Booked straight into the diary and written to the record |
01Patient becomes due
By last visit, treatment plan, or lens replacement cycle.
02Channel chosen
WhatsApp where permitted. Compliant SMS or email where it is not.
- AI DRAFTS
03AI drafts the message
Personal, in the practice's voice, with open slots attached.
- A PERSON DECIDES
04Staff approve
One list, one morning. Approve in bulk or edit individually.
05Sent, booked, recorded
Replies book the slot. The record and the next recall date update themselves.



