Running an effective recall campaign isn’t just about good tech, it’s about having the right people, time, and systems in place to follow through.
If you're a Super User managing your team’s recall work, here are some proven tips to get the most out of Hippo and your staff.
🧰 1. Make sure your team is set up for success
Before you start recalling:
Ensure everyone has logins and access to Hippo
Explain what the tool is and how it works
Book a quick team training session if needed
💬 Not sure where to start? Contact the Hippo team — we’ll walk you through setup and training.
🎯 2. Set realistic recall targets
Even a rough goal can boost focus and momentum. You might aim for:
10 calls per person per day
50 completed recalls per week for the whole team
Track this using the “Team Recalls Today” counter at the top of the Recall List.
🕐 3. Block out dedicated recall time
Manual recalls won’t happen if no one has time to do them.
Choose a fixed time each day or week for recall sessions
Review how it’s going using the Practice Analytics tab
Adjust as needed depending on staff workload and patient demand
🏆 4. Create a bit of friendly competition
Some practices get great results by introducing light team challenges:
Who can complete the most recalls this week?
Prize for “Top Caller of the Month”
Just-for-fun leaderboards using the Analytics tab
This helps make recalling feel less like admin and more like a team goal.
📞 5. Lead from the front
Sometimes the best motivator is your example.
If you’re a Super User, jump into the Recall List and do a few calls yourself. It’s a great way to:
Spot workflow issues
Build team confidence
Show that everyone’s involved
🤝 6. Don’t do it alone
If you’re short on time or just need a boost, Hippo Labs can help.
Our own team of recallers can step in to support your practice’s manual recall workload. Just drop us a message and we’ll set it up.