Episode 74

The Science and Art of Patient Recall

by Ophthalmology Business Academy | May 30, 2024

In this episode of the Ophthalmology Business Podcast, host Guido Piquet is having an insightful conversation with Steve Gottfredson, owner of Brevium, about mastering patient recall. They discuss the fundamentals and benefits of a structured recall system. Steve also shares practical strategies learned from his life experiences to optimize recall campaigns, including technology, personalization, and multi-channel communication. By the end, you’ll have actionable strategies to improve patient recall campaigns in your ophthalmology practice.


  • 00:04:07 – Steve’s Journey in Ophthalmology
  • 00:05:05 – Explain to our audience in simple terms what Patient Recall means.
  • 00:07:24 – What makes a successful Recall campaign?
  • 00:22:02 – What is the best way to contact patients?
  • 00:29:16 – How much contact is too much?
  • 00:34:05 – What things must a practice consider when doing Recall and co-management?
  • 00:38:18 – If a practice switches EMR systems, will they lose their Recall database?
  • 00:41:10 – If a practice needs to upgrade its recall campaign, where should it start

Listen to this Episode on

Steve Gottfredson

Owner: Brevium

Steve Gottfredson, is an owner and early employee at Brevium. He has over 15 years of experience working with ophthalmologists to improve patient retention. Steve’s company completed a large study about identifying what truly works for getting lost patients back on the schedule. He is eager to share insights on the real drivers of successful patient relationships in healthcare.

Connect with Steve

LinkedIn: linkedin.com/in/steve-gottfredson-a43190
Practice website: brevium.com


Share this Podcast: