Contact, Remind, and Recall Patients and Families

Training Videos

Get Started

  • PCC’s Tools to Remind, Recall, and Contact Patients

    PCC software has built in tools for contacting patients and families automatically, by form letter, phone, e-mail, or text message.
  • The Patient Notification Center

    The Patient Notification Center (notify) is a powerful tool for contacting patients and families. You can set up recurring or one-time notifications, and PCC will deliver messages to your patients automatically through our partnership with TeleVox (West), either by phone call, text message, or e-mail.

Learn More

  • Other Phone Vendor Integration Options

    Partner's built in Patient Notification Center interfaces with TeleVox and manages automatic notifications.
  • Export Patient Lists for TeleVox (West)

    TeleVox is a vendor that can automatically contact your patients by phone, text, or e-mail. The instructions below will show you how to create a list of patients and transfer them to your PC or directly to TeleVox.
  • Recall Patients with the Partner Patient Recaller

    The Patient Recaller (recaller) is a report that can create custom call lists, form letters, and mailing labels for your patients and families. You can create custom searches using thousands of possible criteria combinations, and the Recaller will help you contact those different groups of patients.
  • Export Patient Lists for PhoneTree

    PhoneTree is a vendor that can automatically contact your patients by phone. The instructions below will show you how to create a list of patients and transfer them to your PC for use with the PhoneTree program.
  • Exclude Patients from Recaller and Notify

    Patients and families may request that you do not call them or send them e-mails with appointment reminders or recall reminders.
  • Create an Appointment Reminder Notification

    Follow the procedure below to edit or create an Appointment Reminder notification in the Patient Notification Center (notify).
  • Create a “Due for a Visit” Notification

    Follow the procedure below to edit or create a "Due for a Visit" notification in the Patient Notification Center.
  • Review the Notification Log and Canceled Appointments

    Partner records details whenever the Patient Notification Center prepares and sends a batch of patient notifications. If you use notify's patient response features, Partner also records whether the patient confirmed or canceled the appointment when they received the notification.