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PATIENT RECALL & REACTIVATION

From Lapsed to Loyal

How Optima Medical reactivated 1,240 lapsed patients in a single eClinicalWorks (eCW)-integrated recall campaign — at roughly zero incremental labor cost.

Case Study Logo Optima Medical 2000x750px

Executive Summary

Optima Medical was quietly losing patients who never returned for recommended follow-up care — a clinical continuity risk and a major revenue gap.

Using Curogram’s eCW-integrated SMS recall, the practice reactivated 1,240 lapsed patients in a single campaign cycle, at roughly zero incremental labor cost.

Key Success Metrics

  • Reconversion Rate: 35% of lapsed patients who received a recall SMS booked within 30 days — a 3–7× lift over the 5–10% passive baseline.

  • Patients Reactivated: 1,240 patients seen from recall messages alone in one campaign cycle.

  • Revenue Recovered: An estimated $248,000 at $200/visit (illustrative estimate), with ~$0 incremental staff cost.

The Challenge

The Quiet Cost of Lapsed Patients

Many Optima patients failed to return for recommended follow-up care. Relying on patients to self-initiate rebooking left hundreds of thousands in potential revenue — and clinical continuity — on the table.

Continuity Risk:

Missed screenings and lapsed chronic-care management for patients who never returned.

Compounding Drop-Off:

Industry data suggests patients who miss a single appointment are 70% more likely not to return within 18 months without active outreach.

Passive Baseline:

Self-initiated rebooking yielded only a 5–10% passive return rate.

The Solution

Automated, eClinicalWorks (eCW) - Driven SMS Recall

Curogram’s recall feature analyzed the eCW database to identify patients past their recommended recall window and reached them with personalized two-way SMS — with zero staff involvement.

HIPAA-Compliant Mass Texting & Recalls for Cerbo EHR Practices-inline

Automatic Targeting

eClinicalWorks data pinpointed exactly which patients were overdue for follow-up.

How Automated Text Outreach Recovers Lapsed DrChrono Patients-inline

Frictionless Booking

Patients booked a new appointment directly by text, no calls, no hold times.

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Zero Labor

The outreach and booking workflow required no staff hours.

The Results

The Highest-ROI Volume Lever in the Practice

Recall reactivates existing relationships at a fraction of new-patient acquisition cost, making it the highest-ROI volume lever for any practice with a substantial lapsed-patient base.

Optima Medical Case Study Recall & Reactivation

  35% Reconversion: Roughly 1 in 3 lapsed patients booked within 30 days — a +25–30 ppt lift over passive return.

  1,240 Patients Seen: Net-new appointments drawn entirely from the existing patient base.

  ~$248K Recovered: Estimated at $200/visit in a single campaign cycle (illustrative).

“In a multi-location primary care environment, managing lapsed patients manually is an impossible task. By integrating automated recall with our eCW environment, we effectively ‘turned the lights back on’ for 1,240 patients who had fallen out of our care cycle.

We recovered nearly a quarter-million dollars in revenue in a single campaign, but more importantly, we restored clinical continuity for a significant portion of our community.”

- Director of Quality Assurance, Optima Medical

Conclusion

Optima Medical’s recall campaign shows that the cheapest patient to win back is one you already have. By turning the eCW database into an automated reactivation engine, Curogram recovered revenue and restored continuity in a single cycle — building naturally on the same eCW reputation work documented separately for this practice.

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CLIENT PROFILE

CLIENT

Optima Medical

LOCATION

Scottsdale, AZ Multi-Location

SPECIALTY

Primary Care & Immediate Care

TECH STACK

Curogram + eClinicalWorks

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