Recare
Recare allows Annie to proactively reach out to patients who are overdue or coming due for appointments, helping you fill your schedule without adding extra work for your team.
Getting started is simple and mostly depends on how quickly we receive the required information from your office.
Step 1: Complete the Business Verification Form
To kick things off, please fill out the business verification form below in your Annie Portal:
Business Verification Form:
https://app.helloannie.co/settings/business-verification
This form collects everything we need to submit your Recare campaign for approval.
Patient Opt-In Requirement
As part of the form, you’ll be asked to provide a copy of the document your patients sign when they join your practice agreeing to receive text messages. This is required for campaign approval if you would like Annie to send outbound text messages.
Step 2: Campaign Review and Approval
Once the form is submitted and we have your opt-in documentation, our team will review everything and submit your campaign for approval.
If all required information is provided upfront, this process typically moves quickly.
Step 3: Recare Onboarding and Demo
After approval, we’ll schedule your first Recare onboarding call. During this call, we’ll:
Walk you through a full Recare demo
Review how Annie will reach out to patients
Confirm your cadence, messaging, and communication methods
Answer any questions before launch
Frequently Asked Questions
How long does it take to get Recare set up?
This depends on how complete the information is on the form. If everything is filled out and the opt-in document is provided, setup and approval typically takes 1 week.
How often does Annie reach out to patients?
This is completely up to you. The outreach cadence is configured based on your preferences and can be adjusted at any time.
Can patients opt out of Recare?
Yes. Patients can opt out at any time, and Annie will automatically honor those requests.
Will Annie only call patients?
Nope! Recare is highly customizable. Annie can:
Call patients
Send text messages
Leave voicemails
You choose how and when she reaches out.
Can we change Recare settings after it’s live?
Yes. Messaging, cadence, and communication methods can all be adjusted. Just reach out to support and we’ll help you make the updates.
Need Help or Want a Demo?
If you have questions, want to schedule a demo, or need help completing the form, contact us at: