Worksheet

Recall rule sheet

A recall table with one line per diagnosis or procedure the clinic sees often. Columns hold the trigger, the recall interval, the first message wording, the second attempt date, the caller’s name and the outcome code. A weekly tally block at the bottom lists due, contacted, booked and attended.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why Patients Miss Follow Up Visits and How a Clinic Can Respond”, www.gullysystem.com/blog/why-patients-miss-follow-up-visits-and-how-a-clinic-can-respond