Running an effective recall campaign isnât just about good tech, itâs about having the right people, time, and systems in place to follow through.
If you're a Super User managing your teamâs recall work, here are some proven tips to get the most out of Hippo and your staff.
𧰠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
đŹ Not sure where to start? Contact the Hippo team â weâll walk you through setup and training.
đŻ 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 âTeam Recalls Todayâ counter at the top of the Recall List.
đ 3. Block out dedicated recall time
Manual recalls wonât happen if no one has time to do them.
Choose a fixed time each day or week for recall sessions
Review how itâs going using the Practice Analytics tab
Adjust as needed depending on staff workload and patient demand
đ 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 âTop Caller of the Monthâ
Just-for-fun leaderboards using the Analytics tab
This helps make recalling feel less like admin and more like a team goal.
đ 5. Lead from the front
Sometimes the best motivator is your example.
If youâre a Super User, jump into the Recall List and do a few calls yourself. Itâs a great way to:
Spot workflow issues
Build team confidence
Show that everyoneâs involved
đ€ 6. Donât do it alone
If youâre short on time or just need a boost, Hippo Labs can help.
Our own team of recallers can step in to support your practiceâs manual recall workload. Just drop us a message and weâll set it up.