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Veterinary Clinics

How do the automated recall and reminder calls actually work week to week?

Avi NashVP of Growth

For Veterinary Clinics

Voksha pulls the list of patients due or overdue for a service (rabies vaccine, annual wellness exam, dental cleaning, senior bloodwork) from your PIMS based on the reminder rules you set (for example, contact clients 30 days before a vaccine expires, then again if it lapses). It then calls or texts those clients on a schedule you define, offers to book the appointment directly against your live calendar, and confirms the slot without a staff member touching the phone. If the client wants to reschedule an existing recall reminder rather than book fresh, Voksha captures that request and flags it for your team, since changes to existing appointments route to staff rather than being self-served by the AI. Results land back in your PIMS as either a booked appointment, a client who asked to be called back later, or a client who declined (useful for spotting early signs of client attrition, since a pattern of declined recalls to a specific client is a signal worth a personal follow-up call from a doctor or manager). Most practices review recall campaign performance monthly: how many overdue patients were contacted, how many booked, and how many are still lapsed, similar to how you'd review any other outreach channel. Because this runs without staff time, it's typically the first workflow practices turn on, since it's additive (it doesn't touch existing phone coverage) and fills schedule gaps with almost no downside if a recall call doesn't convert.

Voksha pulls the list of patients due or overdue for a service (rabies vaccine, annual wellness exam, dental cleaning, senior bloodwork) from your PIMS based on the reminder rules you set (for example, contact clients 30 days before a vaccine expires, then again if it lapses). It then calls or texts those clients on a schedule you define, offers to book the appointment directly against your live calendar, and confirms the slot without a staff member touching the phone. If the client wants to reschedule an existing recall reminder rather than book fresh, Voksha captures that request and flags it for your team, since changes to existing appointments route to staff rather than being self-served by the AI. Results land back in your PIMS as either a booked appointment, a client who asked to be called back later, or a client who declined (useful for spotting early signs of client attrition, since a pattern of declined recalls to a specific client is a signal worth a personal follow-up call from a doctor or manager). Most practices review recall campaign performance monthly: how many overdue patients were contacted, how many booked, and how many are still lapsed, similar to how you'd review any other outreach channel. Because this runs without staff time, it's typically the first workflow practices turn on, since it's additive (it doesn't touch existing phone coverage) and fills schedule gaps with almost no downside if a recall call doesn't convert.

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