> Canonical: https://medroid.ai/workflows/recalls > Description: Build a patient recall workflow around approved criteria, clear outreach, and documented next steps. Explore Medroid for your independent practice. [Home]()/[Workflows hub]()/Recalls Medroid Cowork / Recalls # Turn the recall list into a working process. Your practice sets the criteria. Cowork helps organize the approved work, prepare outreach, and keep the next step visible. [Book a demo]() [Explore the details]() [Image: Illustrative practice photography: give the work a next step.] Give the work a next step_Context. Review. Follow-through._ Give the work a next step Illustrative photography 01 / The work in focus ## Start with a list your practice trusts. Define the purpose, eligibility rules, exclusions, and source of the list. The practice, not an unsupervised AI prompt, decides which patients should be invited and why. 02 / The work in focus ## Check before you contact. Review duplicates, incomplete contact details, existing appointments, and recorded preferences. A patient who already completed the relevant visit should not keep receiving the same recall because a list was never updated. [Image: Paper and green ribbon illustrating recalls with a reviewed handoff.] The context, connected. _The judgment, human._ 03 / The work in focus ## Make outreach easy to act on. Use an approved message with a clear next step. Keep detailed clinical information out of channels not approved for that purpose. Confirm the supported route for responses and scheduling. 04 / The work in focus ## Track the result, not just the send count. Separate contacted, replied, scheduled, declined, and unresolved cases. Your practice defines which outcomes satisfy the recall task and which need a person to follow up. 05 / The work in focus ## Choose a manageable first list. Start with one recall purpose and a representative sample. Review exclusions and exception handling before increasing volume. Compare time spent managing the entire process, not just drafting messages. A clearer starting point ## Useful questions [Talk through your questions]() **Does AI decide the clinical interval?** No. The appropriately authorized practice team defines the recall criteria and clinical timing. **Is this only for medical practices?** Recall workflows may also be relevant to dental and other independent practices. System fit and scope need to be confirmed for each setting. **Is recall the same as a reminder?** No. A reminder usually relates to an existing appointment. A recall invites a next step based on practice-defined criteria. [Read the recall guide]() · [Explore dental workflows]() ## Give every recall a next step. Bring one task. Let’s explore what a clearer workflow could look like for your practice. [Book a recall workflow demo]() [Image: An envelope and a folded note joined by a green ribbon, representing a clear handoff.] [Image: Illustrative clinician and patient in conversation.] The work, connected.The care, still personal.