Method and apparatus for identifying and contacting customers who are due for a visit but have not scheduled an appointment

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8190464
SERIAL NO

11484340

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Abstract

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A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.

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Patent Owner(s)

Patent OwnerAddress
BREVIUM INC3688 CAMPUS DR STE 120 EAGLE MOUNTAIN UT 84005

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Gerlach, Brett C Riverton, US 5 153
Perrin, Brian William American Fork, US 7 64

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