Annual Deductible Reset Outreach Campaign
Start of year: proactively reach out to patients who benefit from scheduling while deductible is fresh
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Start of year: proactively reach out to patients who benefit from scheduling while deductible is fresh. End of year: use remaining benefits before they expire.
How It Works
1
January 2 / November 1
Scheduled campaign
2
Segment Lists
Filter by insurance, overdue services, pending procedures
3
Benefits Reminder
Insurance benefits reset! Schedule annual, screenings, procedures
4
Personal Outreach
Your benefits just reset — perfect time for your overdue service
5
Booking Links
Trigger links by service type
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
All patient data encrypted in transit and at rest. BAA available for all integrations.