Patient Recall Software: The Best Options (2026)

Patient recall software tells patients when they are due for a planned return visit, such as a hygiene cleaning, a yearly eye exam or an annual wellness visit, and gets that visit onto the schedule. Good recall software does three things: it reads who is due from your EHR or practice management system, it contacts them on the right channel at the right time, and it turns the reply into a booked appointment. Where tools differ most is the last step: some book the visit into your system, some send a link, and some hand your front desk a list.

This guide compares seven patient recall software options in 2026, including Recupra, which we make. Every claim about another company comes from that company's own website, checked on November 11, 2026 and linked under Sources at the end. Where a vendor does not publish a price, we say so, and where another tool fits a practice better than we do, we say that too.

Recall vs reactivation

The two words get mixed up, and the difference decides which tool you need.

• Recall reaches patients who are due for a visit that is already planned: the six-month cleaning, the annual eye exam, the yearly wellness visit. The trigger is a due date in your records.
• Reactivation reaches patients who have already lapsed and have no plan to come back, usually defined as no visit in a set period and nothing on the schedule. The trigger is time since the last visit.

Most recall tools can do a bit of both. NexHealth, for example, offers recall templates driven by the due date recorded in your health record system and a separate standard template that goes out six months after the last appointment. A patient who ignores every recall message slowly becomes a reactivation patient, which is why the two belong to the same patient reactivation and recall workflow. If your main problem is patients who are long gone, our comparison of patient reactivation software goes deeper.

What good recall software does

• Reads due dates, not just last visits. A rule like "six months after the last appointment" is easy to set up but blunt. Better tools read the recall interval or due date your system already stores, per patient and per recall type (a prophy and a perio maintenance recall are different intervals).
• Skips patients it should not contact. Anyone who already has a visit booked, has been seen since, or asked not to be contacted should drop off the list. NexHealth, DoctorConnect and TriMed all describe checking for an existing or newer appointment before sending.
• Keeps going after the first message. One reminder rarely clears a recall list. NexHealth's default due-date templates, for example, start the day before the due date and repeat at 1, 2, 4, 6, 8, 12, 18 and 24 months until the patient books.
• Uses more than one channel. Text, email, voice and, for some practices, mail. Patients who ignore texts may answer a call.
• Turns the reply into a booking. Ask every vendor exactly what happens when a patient says yes: does the visit land in your system, does the patient get a link, or does a staff member get a task?
• Comes with a Business Associate Agreement. Recall software reads your patient list, so in the US it needs a BAA before any data moves.

Comparison table

How each tool works, as its own pages describe it on November 11, 2026. "Not published" means the vendor asks for a demo or a quote before sharing a price.

The 7 tools

Recupra (calls overdue patients and books them)

Recupra does not send the routine recall text. It works the part most recall systems leave to the front desk: calling the patients who did not respond. On our dental page, the Reactivation Agent works the overdue recall list, reaching overdue hygiene and treatment patients with a personalized check-in. It identifies patients past their expected return cadence, prioritized by value and likelihood to return, and books the ones who want to come back into a real open slot, with the outcome logged.

It connects natively to 13 systems, including Healthie, athenahealth, DrChrono, Elation Health and Canvas Medical, and to 32 more with an assisted setup, including Epic, Tebra, Jane, SimplePractice, Open Dental, Dentrix and Eaglesoft. The full list is on our integrations page. Pricing is per result: $40 per dormant patient brought back into care, with no platform fee and no setup fee. In an anonymized dental beta, 20% of overdue patients were reactivated per month.

• Fits: practices that already send recall messages and want the patients who ignore them called and booked, without adding front desk hours.
• Watch for: Recupra calls; it is not a texting and email recall scheduler, so most practices run it next to the recall messages their system already sends. Our results are beta figures, not years of data.

Solutionreach (recall in a patient communication platform)

Solutionreach says it automatically identifies patients who are due or overdue and sends a personalized message prompting them to book, with recall criteria you can customize. Its guide to Eaglesoft says it reads recall intervals, last-visit dates and overdue recall flags directly from the practice management system. Messages go out by text, email or voice, where voice means voicemail drops. Patients book online or reply, and Solutionreach writes the booking or reschedule back to the PM system. It lists 400+ native PM and EHR integrations, among them Epic, athenahealth, NextGen, Dentrix Enterprise, Open Dental, Eaglesoft and Compulink.

• Fits: dental, eye care and medical practices that want recall, reminders and two-way texting from an established vendor.
• Watch for: pricing is by quote, recall is not included in its entry Patient Connect package, and contracts are yearly. Its packages cap monthly messages at 1,750, 3,500 or 4,500, with tailored volume on Enterprise. Its AI receptionist answers incoming calls; its recall pages describe no outbound calling.

NexHealth (recall with one-click booking)

NexHealth reads due dates and procedure codes from your health record system to trigger recalls, by text and email. It offers three methods: a standard template sent six months after the last appointment, custom continuing care templates based on the due date recorded in your system (usually prophy or perio), and campaigns. Custom recall templates are available for most of the systems it integrates with, but not all. If you buy its Scheduling product, messages include a booking link, and its 1-click booking shows the next 3 days' openings and inserts the appointment into your health record system.

• Fits: dental and medical practices, especially on Dentrix, Eaglesoft or Open Dental, that want recall, reminders and online booking in one platform.
• Watch for: pricing is quote only, and annual plans need 90 days' notice not to renew. Its recall pages show an "85%" patient return rate with no method, and the case study linked next to it does not contain that figure.

Weave (recall bundled with phones and texting)

Weave's Automated Recall sends messages before and after each patient's recall due date, and its recall lists show how many days each patient is overdue. Weave says it can send automated reminders by text, email and phone calls. Online scheduling creates requests that your team approves, and Weave suggests staff use its "Not Received" and "Not Scheduled" lists to contact recall patients who did not book.

Weave publishes a price: plans start at $199 a month, and "Recall & Reactivation Texts/Calls" are in a $149 a month Coordinate Bundle. It publishes its Business Associate Addendum. If you are comparing Weave with other platforms, see our list of Weave alternatives for clinics.

• Fits: dental, optometry, veterinary and medical practices that want recall as part of a phone and texting system.
• Watch for: its AI receptionist answers calls and texts, and its pages do not describe it calling recall patients. Online bookings wait for staff approval. Its help center, which documents recall setup, did not load for us, so ask how due dates are read from your system.

DoctorConnect (rule-based recall by text, voice and email)

DoctorConnect runs recall on rules: you pick which appointments a rule watches, how long after the visit to reach out, and the channel. For pure recall the interval is measured from the last visit, commonly 180 or 360 days, and by default a message is suppressed if the patient has visited since. Text, voice and email can each be switched on per rule, voice uses a text-to-speech engine, and templates come in English and Spanish. The patient calls the office or uses its online appointment request tool. It says it integrates with 100+ EHR and PM systems and signs a BAA with every covered entity before PHI is exchanged.

• Fits: US medical, dental, optometry, chiropractic, pediatric and behavioral health practices that want rules-based recall on a long list of systems.
• Watch for: no public price, and its own pages give different integration counts (100+ and 150+). The recall results it publishes come from composite case studies, not named clients.

Artera (recall for health systems)

Artera creates a recall from the follow-up date in the EMR, with the same appointment type, resource and location as the original visit. Eight weeks before the follow-up, or whatever interval you choose, it texts the patient to schedule, and once the patient schedules it marks the recall complete in the EMR. It says its recalls cover annual wellness visits, dental hygiene and medical supply reorders, and that the nudge can now come from an AI agent by voice as well as by text. Its integrations page names Epic, Oracle Health (Cerner), MEDITECH, athenahealth, eClinicalWorks and NextGen. It has been HITRUST certified since 2019.

• Fits: health systems, FQHCs and large specialty groups that run recall and gaps-in-care outreach at scale.
• Watch for: no public price, and it is built for large organizations. Most of the results it publishes are screening and care-gap campaigns rather than routine recall.

Dialog Health (texting for recall campaigns)

Dialog Health says it is not a standalone recall product but a HIPAA-compliant two-way texting platform that powers recall and gaps-in-care campaigns. Your systems send it the recall list (CSV, HL7, XML or JSON), trigger dates decide when each text goes out, and every text carries a scheduling link and phone number. It links patients to your own scheduling portal rather than booking into the EHR, and names Epic, Cerner, Greenway, ModMed, NextGen, Meditech and athenahealth among the systems it works with.

• Fits: hospitals, health systems, FQHCs and specialty practices (radiology, GI, women's health) running screening recalls by text.
• Watch for: text only, no public price, and its two pages on the same mammogram recall case give different revenue figures.

Also checked: recall built into your EHR

Many practice management systems have recall built in. TriMed, an EHR and practice management vendor focused on pediatrics, generates recalls from posted charges, well-visit templates, prescriptions, immunization schedules and procedure codes, checks for existing appointments, and sends letters, emails and texts. Open Dental keeps recall as its own record with an interval and a status; our guide to dental recall automation in Open Dental walks through it. Built-in recall only works inside that system, but it costs nothing extra and is worth setting up properly before you buy anything. If you run Healthie, DrChrono or Elation Health, our guides cover recall in Healthie with patient tags, in DrChrono and in Elation Health.

Recall by specialty

The interval is the heart of a recall system, and it is not the same everywhere.

Dental hygiene

The six-month recall is a habit, not a rule. The UK's NICE guideline on dental check intervals says the interval should be set for each patient based on disease levels and risk, from a shortest of 3 months to a longest of 12 months for under-18s and 24 months for adults. In practice that means your system needs several recall types (prophy, perio maintenance, exams) with their own intervals, and recall software that reads them rather than assuming six months. Our page on dental recall systems covers the overdue list in more detail.

Optometry

The American Optometric Association recommends a comprehensive eye exam at least every two years for low-risk adults aged 18 to 64, and annually from 65. At-risk adults should be seen at least annually or as recommended, and it recommends that everyone with diabetes have a dilated eye exam at least once a year. Children should be examined before first grade and annually after that. So an optometry practice needs at least two recall intervals, set by age and risk.

Primary care preventive visits

Medicare covers the Annual Wellness Visit once every 12 months, and it is not a routine physical exam. A patient's first wellness visit cannot take place within 12 months of their Part B enrollment or their "Welcome to Medicare" visit. Recall here works best from the date of the last wellness visit, plus follow-up dates for chronic care that the provider sets at each visit.

Does recall outreach work?

The best evidence comes from immunization. A Cochrane review found that patient reminder and recall interventions, including phone calls, letters, postcards and text messages, probably increase the share of people who get immunized (risk ratio 1.28, a risk difference of 8%, from 55 studies). Telephone calls on their own had a risk ratio of 1.75. Those studies measure vaccines, not cleanings or eye exams, but they point the same way: contacting patients who are due brings more of them in.

Vendor numbers are harder to compare. Weave reported that across its customers in 2017, 21% of patients contacted with Automated Recall scheduled an appointment. Other vendors publish case studies without a method or a time period. Measure your own rate during a trial: count booked visits, not replies, and split the list by how overdue patients are.

How to choose

• Start with your system. Check that your EHR or PM system is on the vendor's list, and ask whether the tool reads your recall due dates or only last-visit dates.
• Ask what happens after "yes". A booking in your system, a link, a request your staff approve, and a list for your staff to call are four very different amounts of work.
• Plan for the non-responders. Every recall list has patients who ignore texts. Decide who calls them: your front desk, a recorded call, or a service like Recupra that has the conversation and books the visit.
• Compare total cost. Get written quotes for the same features, and count message limits, bundles and contract terms. Weave is the only tool here, besides Recupra, that publishes a price.
• Get the BAA first. Ask every vendor, us included, before you share a patient list.