Abstract: A method and apparatus for identifying overdue patients using standard billing or other office management data, so that patients can be contacted and invited to make an appointment. The invention begins by querying the diagnosis codes for each visit from the billing or other encounter tables, and matching these with a set of target medical conditions requiring regular care. Procedure codes and encounter dates for past visits are queried for these patients, to determine when each patient was last seen, and what was done. These procedure codes are matched against a set of exam codes to determine last medical examination dates, and against a set of procedures known to resolve each medical condition. Each condition requiring regular care is matched against any resolving procedures, leaving a set of untreated conditions requiring regular care. Based on the date of the last exam or treatment and accepted standards of care or office policies, a due date is calculated for each patient.

Abstract: A method and apparatus for protecting relationships with referring providers, so that when a patient reactivation system is used, patients referred by protected providers will be contacted and invited to make an appointment only when appropriate.

Abstract: A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

Abstract: A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

Abstract: A method and apparatus for improving call yields and reducing redundant calls while contacting patients who have not responded to reminders to schedule a return appointment, or who are due for a visit according to accepted standards of care or office policies, but have not scheduled an appointment. The patient reactivation system is queried for the next patient on the contact list, and queried again to find all patients sharing one or more phone numbers with this patient. Information required for contacting these patients to invite them to make an appointment is displayed. The user is presented one phone number at a time, and prompted to call this number and invite all listed patients to make an appointment. Results are collected, and when multiple patients are displayed, the program may prompt the user for clarification regarding which patients a given result applies to.

Abstract: A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

Abstract: A method and apparatus for identifying the best provider and location to treat a patient using standard billing and other practice management system (“PMS”) data, combined with provider, location and patient type preferences, so that exactly those patients matching said preferences will be contacted and invited to make an appointment.

Abstract: A method and apparatus for protecting relationships with referring providers, so that when a patient reactivation system is used, patients referred by protected providers will be contacted and invited to make an appointment only when appropriate.

Abstract: A method and apparatus for improving call yields and reducing redundant calls while contacting patients who have not responded to reminders to schedule a return appointment, or who are due for a visit according to accepted standards of care or office policies, but have not scheduled an appointment. The patient reactivation system is queried for the next patient on the contact list, and queried again to find all patients sharing one or more phone numbers with this patient. Information required for contacting these patients to invite them to make an appointment is displayed. The user is presented one phone number at a time, and prompted to call this number and invite all listed patients to make an appointment. Results are collected, and when multiple patients are displayed, the program may prompt the user for clarification regarding which patients a given result applies to.

Abstract: A method and apparatus for identifying overdue patients using standard billing or other office management data, so that patients can be contacted and invited to make an appointment. The invention begins by querying the diagnosis codes for each visit from the billing or other encounter tables, and matching these with a set of target medical conditions requiring regular care. Procedure codes and encounter dates for past visits are queried for these patients, to determine when each patient was last seen, and what was done. These procedure codes are matched against a set of exam codes to determine last medical examination dates, and against a set of procedures known to resolve each medical condition. Each condition requiring regular care is matched against any resolving procedures, leaving a set of untreated conditions requiring regular care. Based on the date of the last exam or treatment and accepted standards of care or office policies, a due date is calculated for each patient.