top of page

Easy Ways to Increase Patient Volume With Two-Way Texting (There's Still Time Before Year End)

Writer: Bo Spessard
Bo Spessard
1 day ago
6 min read

Key Ways to Increase Patient Volume With Two-Way Texting


  • Two months is enough: deductibles and FSA balances reset at year end, seasonal and annual visits come due, and HEDIS and Stars gaps count by calendar year, so patients have a reason to book now.

  • Start with one seasonal text to a segment you already have, with a trackable scheduling link and a phone number; one urgent care network booked 3,564 appointments from a single allergy-season text.

  • Run a year-end recall on the whole overdue list, segmented by gap type; our mammogram recall case study reached 90% of patients, half of those reached scheduled within 30 days, and it generated an estimated $750,000 or more.

  • Text referred patients the moment the referral arrives, with a number and a link; our hospital case study reached more than 95% of referred patients, and most called to schedule the same day.

  • Protect booked visits with reply-to-confirm reminders, a reschedule link and a short-notice list for open slots.

  • A list export, a self-service console with templates and light staffing are enough to launch, with consent and opt-outs handled in the workflow and results exportable for January reporting.


Why There's Still Time to Add Visits This Year


Two Months Is Enough Time to Add Visits This Year

Two months is enough time to add visits, because the demand side is already lined up.


Patients who have met their deductible or out-of-pocket maximum have a cost reason to finish care before January 1 resets both.


Flexible spending account balances mostly expire at year end too, which pushes elective visits into the final weeks.


Flu shots, annual physicals, Medicare wellness visits and screening recalls all come due at the same time.


HEDIS and Medicare Stars count care gaps by calendar year, so a gap closed in December still counts.


The supply side is where it gets harder.


Holiday schedules bring more cancellations and more staff time off, so phone outreach gets weaker just when the schedule needs filling.


Two-way texting reaches patients on the phone in their pocket, lets them book from the message and runs on its own once built, which is what makes a year-end push realistic.


Volume slips in three places: patients who could use a seasonal visit, patients overdue for care and referrals that never get booked.


Each has a text workflow that fits in the time left.


Seasonal Outreach: One Text, One Scheduling Link


The simplest campaign to launch this quarter is one seasonal text to a segment of patients you already have.


Flu shots, shingles and other adult vaccines, and "time for your annual" reminders all fit.


Build the segment from what your system already knows, such as age, visit history, prior services or a list kept from an earlier vaccine drive.


Then send a single message with a trackable scheduling link and a phone number for patients who would rather call.


The link does most of the work.


Patients tap it and book without logging in or calling back, clicks are tracked per person, and you can see who scheduled and send one follow-up to everyone else.


Keep the text to the minimum: the service, the link and the number, with no clinical detail.


One urgent care network we work with sent one allergy-season text with a tracked scheduling link and booked 3,564 appointments, an estimated $355,000 or more in revenue from a single campaign.


The same approach works for any seasonal service.




Bring Overdue Patients Back Before the Year Closes


Mammogram Recall Reached 90% of Patients, Half Scheduled Within 30 Days

Your recall list is the cheapest volume you have, because every name on it already chose you.


Pull everyone overdue for a screening or an annual visit: mammograms, colonoscopies, annual wellness visits, diabetic eye exams and any other gap your quality team tracks.


A recall workflow normally sends the message on the due date, for example a year after the last screening, with a scheduling link and a phone number.


For a year-end push, send the same message once to the whole overdue list, segmented by gap type, so a mammography reminder reads differently from a colonoscopy reminder.


When a patient books, the confirmation and reminder go out automatically, so the recall visit happens instead of turning into a second gap.


Our mammogram recall case study with a health system shows the scale this can reach.


Four hospitals texted patients 364 days after their last mammogram, with a link and a number, then sent a reminder three days before each booked visit.


The campaign reached 90% of patients, half of those reached scheduled within 30 days, and it generated an estimated $750,000 or more in revenue with no added work for staff.


The dashboard shows who was reached, who clicked and who scheduled, so the overdue list shrinks where you can see it.


With Dialog Health you can create automatic SMS Workflows for your Gaps-in-Care programs.




Text Referred Patients the Day the Referral Arrives


Referrals leak in the gap between the referral arriving and the patient being reached.


Calls go unanswered, voicemails may never be heard, and staff make attempt after attempt while the patient's motivation fades.


In the last two months of the year that motivation peaks, because a patient who has met their deductible wants the specialist visit before benefits reset.


So send the text the moment the referral lands.


It names your practice, says a referral was received and gives a phone number, a scheduling link or both.


Patients book or reply, and the conversation stays in one thread a staff member can pick up when there is a question.


Anyone who does not respond gets a follow-up text instead of another voicemail.


The referral list can come from your EHR feed or a daily export, so nothing else in the process has to change.


In our referral texting case study with a hospital metabolic and nutrition department, outreach moved to text and reached more than 95% of referred patients, and the director reports most call to schedule the same day they get the text.




Keep the Appointments You've Already Booked


Volume also leaks after the booking, and a holiday-heavy schedule leaks more of it.


An automated confirmation lets the patient answer with a simple reply, and a reschedule link in the same message turns a would-be no-show into a slot someone else can take.


Only the exceptions, such as a question or a request for a call, reach your staff.


Pre-visit texts can carry prep instructions and a pre-registration link, so the visit starts on time and the room turns over as planned.


When a slot does open, a group text to a short-notice list can fill it the same day.


Delivery and reply reports show which patients confirmed and which still need a call, so staff phone only where it matters.



How Fast Can You Launch This?


A List Export Is Enough to Start Your First Campaign

Fast enough for this year, if you keep the first campaign simple.


There is nothing to install, since the platform is cloud-based and patients reply from the messaging app already on their phone.


A list export uploaded as a CSV is enough to start a one-time campaign, and ongoing workflows can run off a feed from your EHR or scheduling system.


Your team builds the workflow in a self-service console with healthcare templates and no coding, and setup is quick.


Staffing stays light, because messages fire on schedule while staff watch replies in one thread, answer with pre-written or free-hand responses and follow up where the dashboard points them.


Consent is simpler than many teams expect.


Recalls, reminders and referral texts are treatment-related, so they generally need prior express consent, which patients typically give when they provide a mobile number, while promotional texts need written consent.


Every first message carries "Reply STOP to opt out", opt-outs are tracked per patient, and clinical detail stays out of the text.


Reporting is built in, with delivery, click and reply data you can export, so a November campaign can be shown to leadership in January.


That is what makes patient engagement a business strategy rather than a communication strategy.


The only decision left is which list to start with: referrals that never got booked, patients overdue for care or open slots you can't fill.


Pick One List and Fill It Before the Year Closes


Every approach above ends the same way: a patient reached and a visit booked before the calendar turns.


Dialog Health runs those campaigns on HIPAA-compliant two-way texting: seasonal outreach with tracked links, recall by gap type, referral texts minutes after the referral arrives and reminders patients confirm with a reply. Client results:

  • 30% increase in appointments via SMS

  • 70% increase in recall patient engagement

  • 200%+ higher response rate than phone calls


Fill out this quick form and one of our healthcare communication experts will reach out to schedule a brief 15-minute video call at your convenience.


We've done this hundreds of times with healthcare organizations like yours.


P.S. No hard sell. Tell us where volume is slipping, referrals, overdue patients or open slots, and we'll share what has worked.



bottom of page