In this guide

  1. First, measure your no-show rate
  2. Why outpatients miss reviews
  3. Nine steps that work
  4. Chronic patients need a different approach
  5. Putting it together

First, measure your no-show rate

No-show rate = booked follow-up visits that did not happen ÷ all booked follow-up visits in the month. Count only visits that were actually booked with a date. If your clinicians say "come back if it does not improve" without a date, that is not a booking, and it is the first thing to fix.

More formulas: six retention numbers every owner should track.

Why outpatients miss reviews

  • They feel better. The most common reason, and the most dangerous for patients on treatment for blood pressure, diabetes or infections.
  • They did not understand why the review mattered. "Come back in two weeks" without a reason sounds optional.
  • Cost. Uncertainty about whether SHA or their insurer covers the review, or how much it will cost.
  • They forgot, or the date clashed with work.
  • The last visit was slow. A three-hour wait is a strong reason not to return.

Nine steps that work

  1. Book before the patient leaves. Give a specific date and time, written down, every time a review is needed.
  2. Say why in one sentence. "We need to check your blood pressure is coming down on the new tablets."
  3. Tell them the cost and cover up front. Whether the review is covered by SHA or their insurer, and roughly what they will pay if not.
  4. Collect a working phone number and their preferred language, and confirm the number before they leave.
  5. Remind twice. Two days before and on the morning, with "reply 1 to confirm, 2 to reschedule". Use our free templates.
  6. Make rescheduling easy. A patient who replies "2" should get a new date the same day. A rescheduled visit is not a lost one.
  7. Call no-shows the same day. The afternoon of the missed visit is when a new date is easiest to agree.
  8. Give reviews a fast lane. A booked review time that is honoured is the strongest reason to come back.
  9. Track no-shows by clinician and clinic day. Differences point straight at the fix: one clinician's patients may not understand why they are returning, or one day may be overloaded.

Chronic patients need a different approach

Patients with hypertension, diabetes or other long-term conditions are your most valuable and most at-risk outpatients. For them, a monthly or quarterly rhythm matters more than any single visit. Keep a separate list, align reviews with their refill dates, and trace them the way maternity units trace defaulters: see the defaulter tracing system.

Putting it together

Steps 1 to 4 cost nothing and take a week of discipline at the front desk. Steps 5 to 7 are where most clinics fall short, because they depend on someone sending messages and making calls every day. HealthBridge's OPD follow-up system is coming soon to automate them, and our MCH system does it today for mothers and babies. To see what missed visits cost you now, try the revenue calculator.

See the report owners receive every month

A real sample of the monthly retention report: returning patients, no-shows, ANC completion, immunisations and the patients slipping away. Fictional facility, real format. Free, no follow-up calls.

On its way. Check your inbox in the next few minutes, and your spam folder if you do not see it.

More practical guides