Vision recall campaign for older patients

Yaopeng Zhou
Aug 27, 2025
2 min read

Older patients are one of the most important recall groups for vision care (higher risk for cataracts, glaucoma, AMD, and diabetic retinopathy). The strategy has to be clear, empathetic, and accessible, especially since many may not respond well to email/text but are receptive to personal calls.

Here’s a structured approach for running a vision recall campaign for older patients using Careline AI:

Steps to Run a Vision Recall for Older Patients

1. Segment the Patients

Age group: 60+.
Clinical triggers:
- Last exam > 12 months.
- Diagnosed conditions (glaucoma, diabetes, cataracts).
- Family history of eye disease.
Insurance triggers: Medicare annual wellness, vision benefits expiration.

2. Choose the Outreach Channel

Voice calls first → Older patients tend to answer phone calls.
Follow-up mailer/postcard → Reinforces trust.
SMS reminders only if patient already opted in.

3. Tone of the Call

Warm, slightly slower speech.
Clear enunciation, no technical jargon.
Focus on health and prevention rather than sales.

4. Message Content

Why it matters: “Eye health changes more quickly as we age.”
Personalized reason: Last exam date, health condition, or benefit.
Easy next step: Offer to book on the spot, with flexible times.

5. Frequency

1st call → Main recall message.
If no response → 2nd call in 1 week.
Final gentle call in 3–4 weeks.
Then re-enter into 6-month cycle if still unbooked.

Sample Conversation for Older Patient Recall (Careline AI)

Careline AI:“Hello Mrs. Johnson, this is Careline calling from Respect Eyecare.I’m reaching out because it’s been over a year since your last eye exam, and at your age, regular eye exams are very important to catch changes early — like cataracts or glaucoma.

We’d like to schedule a convenient time for you to come in. Would you prefer a morning or afternoon appointment?”

Why Careline AI is effective here:

Can automate multiple calls without overwhelming front desk.
Adapts speech pace for older patients.
Handles reassurance & questions (transportation, insurance, family involvement).
Ensures no one slips through recall gaps — key to clinic growth.