Outreach that actually finishes the list.
Reminders, recalls, care gap campaigns and waitlist backfill, by phone and text. The whole list gets worked every day, and every outcome is written back to the chart.
Works inside a broad set of EHRs, with more being added daily.
Care gap campaign · Diabetes cohort
Pulled from the EHR this morning
36 of 50 reached · 22 booked · 6 declined
- M. AlvarezAnnual wellness overdueBooked Tue 10:20
- J. OkaforA1c recheck dueBooked Thu 8:00
- R. PatelReminder for tomorrowConfirmed
- D. NguyenWaitlist: opening at 2:40Filled the slot
- S. BennettBalance follow-upTask for billing
The calls that never get made because the phones never stop ringing.
Start with the basics every practice needs and no front desk has time for.
Reminders and confirmations
Every upcoming visit confirmed by phone or text, with prep instructions read back and the answer written to the chart.
No-show rebooking
Missed a visit? The patient gets a call the same day with open slots, not a letter next week.
Recall campaigns
Annual wellness, chronic care follow-ups and preventive visits, pulled from the EHR and worked through automatically.
Post-visit follow-up
Checks in after procedures and new medications, and escalates anything that sounds wrong.
Value-based care, worked one patient at a time.
Start from a cohort in your EHR: a diabetic panel overdue for an A1c, patients missing a screening, a quality measure you're behind on. Every patient is reached, the visit is booked and the outcome is recorded.
- Patient lists pulled directly from the EHR
- Phone first, text if no one picks up, at times the patient prefers
- Booked, declined, unreachable and callback outcomes written back
- Progress reported by campaign and by measure
An open slot is a phone call, not a lost hour.
When a cancellation opens a slot, the waitlist is called in order until someone takes it, then the visit is confirmed and the schedule updated. Your staff find out when it's filled.
Voice Receptionist
Task ManagementSlot opened: 2:40 PM today with Dr. Lee
Cancellation received 7:02 AM
Called D. Nguyen (waitlist #1): accepted
Booked 7:15 AM · Confirmation texted
Front desk notified: slot filled
No action needed
The balance conversation, handled with care.
Patients are reached about outstanding balances, the statement is explained, the conversation goes as far as your practice allows, and anything unresolved becomes a task. RCM & Billing, coming soon, is the workflow that works the claim itself.
- Scripts and limits set by your practice
- Payment plans and questions routed to billing as tasks
- Respectful cadence with opt-out honored everywhere
Consent and escalation
- Patients who haven’t consented are never texted; opt-outs are honored across every workflow instantly.
- Anything clinical that comes up on an outreach call is escalated the same way the Front Desk would.
- Every contact attempt and outcome is logged and visible in your reports.
Connected to the rest of Harmonize.
Patient Outreach fills the schedule Front Desk books against, turns billing questions into tasks, and reports on every campaign.
Care Gaps
Two-Way TextingSee it work your list.
Bring a cohort. We'll show you how every patient on it gets reached.