Referred
Patients with a referral who have not scheduled.
Wattson Patient Revenue Recovery Sprint
Import patients from a connected EHR or mapped CSV, then Wattson analyzes the cohort and coordinates AI-powered phone, text, email, and staff follow-up to move patients back toward a booked and attended visit.

Four recoverable demand states
Patients with a referral who have not scheduled.
Patients who canceled and have no appropriate replacement visit.
Patients who missed a visit and have not rescheduled.
Patients behind on recommended care or an existing follow-up.
Review plan
Wattson builds one plan across cancellation, no-show, reactivation, follow-up, and referral workflows. Review exact automated attempts and channels, move ambiguous cases to Staff follow-up, and resolve Needs setup.
Revenue Recovery
539 automated attempts · Voice · SMS · Email
Handled by your team
No required workflow blockers
Safety exclusions remain enforced
The 30-day sprint
Upload a mapped CSV or select synced patients from a connected EHR.
Analyze patient history and build the recovery plan without starting outreach.
Review exact automated attempts, channels, Staff follow-up, Needs setup, exclusions, outcome availability, and sprint settings.
Begin immediately or on a future date after guided setup is complete.
Coordinated outreach
Wattson coordinates outreach across approved channels and keeps staff handoffs visible for exceptions.

Tracked attribution
A current, non-canceled appointment linked to this sprint’s outreach execution.
An attributed booking that reaches completed without a no-show or canceled outcome.
Built for healthcare
Wattson applies the safeguards your practice already relies on before launch and through every outreach step.
A compliant Business Associate Agreement is required before launch.
Opt-outs, channel preferences, and suppression remain authoritative.
The sprint references canonical records instead of copying patient data.
Tenant-scoped, role-gated actions with auditable lifecycle changes.
Automated launch requires an active paid tenant, compliant BAA, enabled outreach workflows, and canonical consent, suppression, and appointment data. Required workflow changes must be followed by reanalysis.
Questions practices ask
Start with a mapped patient CSV or select synced patients from a connected EHR. CSV is always available; EHR selection appears when the practice has an active connection.
When outcome tracking is available, an attributed booking is a current, non-canceled appointment linked to the sprint. An attributed visit requires that same appointment to reach the completed status without a no-show or canceled outcome.
No new connector is required for the initial release. Wattson uses the integrations and canonical appointment data already available to the practice, with existing imports or staff appointment updates as a narrow reconciliation path when needed.
Existing Wattson consent, contact-preference, unsubscribe, suppression, BAA, tenant, contact-window, and role policies remain authoritative before launch and at every outreach step.
Without connected scheduling data or Wattson booking, outreach activity is still reported. Bookings, visits, conversion rates, and estimated value remain explicitly “Not tracked” rather than inferred.
The sprint includes patient intake, per-patient analysis, a reviewed mixed-workflow plan, coordinated outreach, Staff follow-up, and an in-product activity report. Booked and attended results are included when outcome tracking is available.