You can now choose to exclude patients who already have an upcoming appointment, helping avoid unnecessary recalls.
This setting is optional and fully configurable from the Recall Configuration page.
🔧 How It Works
When enabled, Hippo will check whether each patient already has an appointment scheduled within a set number of days (e.g. 60 days).
If they do, they’ll be excluded from automated recall messages even if they’re eligible for care.
This helps:
Reduce message fatigue for patients
Prevent duplicate bookings
Give your team more control over workload
⚙️ How to Enable This Setting
To set this up:
1️⃣ Click on your initials in the top-right corner & select Recall Config
2️⃣ Click Edit
3️⃣ Toggle on Skip Patients with Upcoming Appointments
4️⃣ Enter the number of days to look ahead (e.g. 60)
5️⃣ Click Save
A green confirmation banner will appear on the bottom left hand corner of the screen
🔍 How It Affects Recall Campaigns
Once enabled:
Patients with a booked appointment within the configured window will not be included in automated recall campaigns.
These patients will be re-checked in the next recall run, so if they haven’t booked again, they’ll reappear later when appropriate.
Manual recalls are unaffected — you can still action patients manually if needed.
✅ Example Use Case
Your team has a 60-day delay set. Jane Smith is eligible for an asthma review but already has an appointment booked in 3 weeks.
✅ Hippo sees that she has an upcoming appointment
⛔ She’s excluded from the recall
📅 After her appointment, if care wasn’t coded, she’ll become eligible again in the next campaign run
Questions?
Email us at [email protected] and we’ll be happy to walk you through it!