Panel patients
10
Across four providersPatients
The Fernbrook panel · two new this month · two due for recall
New this month
2
Intake visits bookedRecall due
2
Call list readyPatient panel
Contact details, coverage, and visit cadence for every registered patient.
| Patient | Phone | Insurance | Provider | Last visit | Status |
|---|---|---|---|---|---|
Nadia Osei Born Apr 17, 1982 | (555) 014-2231 | Aetna PPO | Dr. Amara Rao | Mar 11, 2026 | Active |
Recent visits
Latest completed appointments across the clinic.
Nadia Osei
Mar 11, 2026 · Dr. Amara Rao
Blood pressure review
Recall playbooks
How the front desk works the call list.
Call twice, a week apart, then send a portal message. Offer the first morning slot — overdue patients rebook fastest before work.
Send the digital form two days before the visit. If it is still open at check-in, hand over the lobby tablet instead of rescheduling.
Request renewal from the referring office before offering a slot. Note the expiry date in the booking so the provider sees it on the day sheet.