Method and apparatus for identifying and contacting customers who are due for a visit but have not scheduled an appointment
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United States of America Patent
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Jun 4, 2013
Issued Date -
N/A
app pub date -
Apr 26, 2012
filing date -
Jul 10, 2006
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
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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