top of page

Turn EMR to Recall Automatically

How it Works:

  1. Upload or ConnectSimply share exported patient lists, PDFs, or screenshots from your EMR (like OfficeMate, Crystal PM, or Compulink).

  2. Smart Data ExtractionCareline AI securely reads and extracts key details:

    • Last exam date

    • Diagnosis or complaint (e.g. “blurry vision at night”)

    • Insurance or benefit expiration

    • Language preference

    • Missed appointment notes

  3. Personalized Campaign CreationThe system groups patients based on recall reason — e.g. “2 years since last exam,” “benefits expiring,” or “new glasses ready.”

  4. AI Voice Recall ExecutionCareline automatically calls each patient with a personalized, bilingual voice message — natural, conversational, and relevant to their specific case.

  5. Real-Time ReportingTrack campaign performance, confirmed appointments, and patient responses through the Careline dashboard.

ree

 
 
 

Recent Posts

See All
Master three recall reasons

Dentistry mastered one recall reason  (preventive cleaning). Optometry, powered by AI, can master three recall reasons  — health, product, and prevention —making it potentially more versatile, persona

 
 
 
Why dental is so much bigger than optometry

The dental industry as a whole is far more effective at recalling patients and driving repeat visits , which has directly led to a larger and more stable revenue base (roughly 2.5–3× that of optometr

 
 
 

Comments


bottom of page