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Reach patients. Connect them to care.

Reach out when patients are due for care. When they call or text for help, RevDesk coordinates scheduling, referrals, and follow-up with your team.

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Patient outreach

Patient list
  • MLMaria LopezAnnual visit due
  • JCJames CarterNeeds a new doctor
  • AKAisha KhanScreening reminder
  • TNTom NguyenReferral follow-up
  • Voice
  • Text
  • Email

1:54 PM

Hi Maria, you’re due for your annual visit with Dr. Brown.

I can get you in next week:Tue, Oct 14 · 9:00 AM

Tuesday works for me!

Appointment booked

From outreach to care

  • Reach patients due for visits, screenings, and follow-up

  • Connect patients with scheduling and referrals

  • Give staff time back with fewer calls to coordinate

How it works

Outreach startedChannel by preference
  • MLMaria LopezPrefers textSMS
  • RBRobert BellReplied here last timeWhatsApp
  • SWSusan WuiPhone, reads fastiMessage
  • DPDev PatelCalling nowVoice

Start with the patients who need you

Reach out to your recall lists and new inquiries by call, text, or email.

Hi Janet, you're due for your preventive screening this month. Free for a visit next week?

I moved to Oakland. Do you have anything closer?

Yes. Our Oakland and Berkeley clinics both have openings next week.

Help when patients reach out, too

Answer scheduling and location questions in the patient’s language. Send clinical questions to your care team.

OctoberBooked in the conversation
Tue 14Wed 15Thu 16Fri 179 AM10 AM11 AMFollow-upDr. Patel9:20 AM

Help patients take the next step

Book a visit or coordinate a referral within your approved workflow. Record the outcome for your team.

Call, text, or email. Support in 50+ languages.

Built for your care team

    • Overdue screenings1,182
    • Lapsed chronic care646
    • Medicare annual wellness2,310
    • New patient leads514

    Outreach by patient need

    Run recalls, screening reminders, and new-patient outreach with messages from your practice.

  • OctoberBooked in the conversation
    Tue 14Wed 15Thu 16Fri 179 AM10 AM11 AMFollow-upDr. Patel9:20 AM

    Scheduling and referrals

    Offer available appointments and follow up on referrals with approved practices.

  • SMSHi Megan, your annual physical is due. Want a time this week?

    WhatsAppStill looking for a family doctor? We have openings.

    iMessageIt’s been 18 months since your last checkup. Free Thursday?

    Call

    One patient conversation

    Keep calls, texts, and email together so patients can pick up where they left off.

  • Can I move my visit to Friday?

    Also, my chest feels tight when I walk.

    Escalated to the nurse line

    Your team stays involved

    Route clinical questions and unresolved requests to staff with the conversation attached.

Fits your practice’s workflow.

Connect your calendars, CRM, and supported scheduling systems. We verify the setup with your team.

  • Google Calendar
  • Outlook
  • Apple Calendar
  • HubSpot
  • Zapier
  • Google Sheets
  • Webhooks
  • REST API
  • Google Calendar
  • Outlook
  • Apple Calendar
  • HubSpot
  • Zapier
  • Google Sheets
  • Webhooks
  • REST API

Help patients find
their next step in care.

A patient calls or texts for help. With permission, RevDesk checks administrative details with insurers and approved practices, then follows up with the patient.

Patient request

MLMaria Lopez

I need a cardiologist who takes my plan. Can you help?

Plan
Aetna PPO
Needs
Cardiology referral
  • Confirm permissionPatient approved coordination
  • Check coveragePlan requirements confirmed
  • Contact approved practicesAvailability confirmed
  • Follow up with the patientScheduling details sent

Illustrative example. Your team approves the workflow; patients and clinicians make care decisions.

Patient data, protected.

  • SOC 2TYPE IISOC 2 Type IIAudit in progress
  • HIPAAHIPAACompliant, BAA signed
  • AES-256TLS 1.2+AES-256 & TLS 1.2+Encrypted at rest and in transit
  • GDPRGDPRPrivacy rights supported
See our security practices

Help more patients get connected.

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