Annual Deductible Reset Outreach Campaign

Name: Annual Deductible Reset Outreach Campaign
Brand: Intellivizz
Availability: InStock

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

January 2 / November 1

Scheduled campaign

Segment Lists

Filter by insurance, overdue services, pending procedures

Benefits Reminder

Insurance benefits reset! Schedule annual, screenings, procedures

Personal Outreach

Your benefits just reset — perfect time for your overdue service

Booking Links

Trigger links by service type

This automation is included with your Intellivizz AI subscription.

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Compliance & Security

HIPAA

All patient data encrypted in transit and at rest. BAA available for all integrations.

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