Workflow
Patient Recall

Bring Patients Back,
Keep Schedules Full

Confido Health's AI Assistant runs recall end-to-end, from overdue list to booked visit, and writes every outcome straight into your EHR.
  • Calls patients due for annual visits, screenings, and follow-ups
  • Finds inactive patients in your EHR and calls them back to care
  • Verifies insurance and books the return visit on the same call
  • Runs multi-attempt sequences in the patient's own language

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Trusted by 1500+ dental and healthcare sites nationwide

THE QUIET ATTRITION

Patients lapse quietly. The callbacks never come.

Recall lists grow while staffing stays flat. The calls that never happen become lapsed patients, empty slots, and revenue that quietly leaves.

1,000+

patients lost per provider, no one is calling them due to zero bandwidth.

70%

of patients who no-show once never come back. The recovery window is short.

$150 Bn

lost to missed appointments every year. Recall is how slots get refilled.
What it covers

The whole recall lifecycle, for healthcare practices.

AI-powered patient recall and patient reactivation software that reminds patients due for care and recovers the ones who drifted. Calls and texts. Every location. Every language.

Preventive Care Recall

Overdue annual visits, screenings, and chronic follow-ups get called and booked without touching staff bandwidth.
Outbound
CARE GAPS CLOSED

Missed Visit Recovery

Every no-show gets a recovery call before the patient drifts. The visit gets rebooked while the window is still open.
Outbound
NO-SHOWS RECOVERED

Targeted Recall Campaigns

Recall outreach targets by location, provider, and condition. Every site runs recall the same way, at any volume.
Outbound
BY LOCATION, BY PROVIDER

Inactive Patient Outreach

Patients inactive beyond your threshold get flagged from the EHR and called back to care, on seasonal and condition triggers.
Outbound
DORMANT CHARTS CALLED

Incomplete Care Follow-Up

Patients who left treatment plans incomplete get structured re-engagement. Revenue already diagnosed stops walking away.
Outbound
PLANS COMPLETED

Visit Verified and Booked

Returning patients get insurance verified and the first visit booked in one call. No "call us back to schedule."
Outbound
BOOKED ON THE CALL
How it works

It sits between every patient channel and your EHR, PMS, phone systems.

From the first hello to a completed task in your EHR/PMS all in one conversation.

1. Patients

Patients call, text, or reach out through the web, day or night.

2. Channels

Confido Health answers on your existing phone lines and IVR. No number changes.

3. Your systems

It writes the outcome directly into your EHR/PMS systems.

4. Your practice

Staff sees completed tasks and a live record of every patient interaction.
The impact

We tried to stay humble.
The numbers had other ideas.

Measured on work completed, not call minutes — live across every deployment. Hover a stat if you want the unfiltered version.
01

4-5 hrs

Saved per staff member
Per provider, per day. Freed from repetitive phone work.
02

50%

Fewer No-Shows
Through consistent confirmations, reminders, and follow-ups.
03

15-20%

Boost in Recovered Revenue
For multi-location group practices across 51 clinics.
04

<1 min

to answer, every time
Hold music? Never met her.
Customer stories

Proof from the front desk.

Workflow

"We get about 20,000 calls each week across our 51 locations, and Confido handles 40% automatically. At many of our locations, daily call volume has dropped from around 130 calls to about 70, significantly reducing missed calls and giving staff more time to focus on patient care."

Srinivas Danda
Chief Operating Officer.
Workflow

“Before Confido, we were losing patients to missed calls and long hold times. Now our AI handles calls 24/7, schedules appointments, and patient complaints about hold times are zero.”

Maria Trusa
Chief Executive Officer
Workflow

“Before Confido Health, we were losing patients because of missed calls. Now our front desk isn't juggling everything at once and can focus on the patients walking through the door.”

Maria Felipe
Senior Operations Manager
Workflow

“Confido Health didn't just deliver technology; they became a true partner. They understood our workflows, listened to our needs, and built solutions that fit our FQHC. They've exceeded every expectation.”

Elena Segroves
Sr. Site Operations Officer
Workflow

“Confido Health has transformed our phone operations. We've reduced manual calls, improved routing, accelerated medication requests, and freed our team from much of the triage burden.”

Richard Perrotti
VP, Chief Administrator Provider Organization
DEEP INTEGRATIONS

It works inside the systems you already run.

Confido Health connects to your EHR, PMS, and phone system through modern APIs and system-level connectors for the platforms that do not expose them. Your workflows stay the same. They just run faster.
40+ live integrations across EHR, PMS, and telephony.
Explore all integrations
Enterprise-grade by default

Healthcare-grade security, built in.

Confido Health meets the bar enterprise healthcare requires, and goes live without a rip-and-replace.

HIPAA compliant

Patient data handled to HIPAA standards across every workflow and integration.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

Live in 4 to 6 weeks

Confido Health connects to your stack and goes live without a rip-and-replace.

ROI in 60 to 90 days

Measurable impact on capacity, access, and revenue within the first quarter.
Questions, answered

What healthcare teams ask first.

Will it work across all of our locations?
Yes. Confido Health answers on your existing phone lines across every location, routing and booking by provider, office, and schedule, with rules configured per site.
Does it integrate with our EHR and PMS?
Yes. Confido Health connects with 40+ medical, dental, specialty, and telephony systems, reading and writing directly inside your EHR and PMS so every completed task is reflected in your source of truth.
What happens when a call needs a human?
The AI Voice Assistant transfers the call warmly to your staff with full context, so patients never repeat themselves. Your team stays in control of every escalation path.
Is Confido Health HIPAA compliant?
Yes. Confido Health is HIPAA compliant and SOC 2 Type II certified, with enterprise-grade safeguards for patient data at every step.

See it answer a call in 30 minutes.

Bring a workflow that eats your staff time. We will walk you through how Confido Health completes it, step by step.
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