Annual Eye Exam Recall
Proactive outreach when patients are due for yearly exams
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Annual Eye Exam Recall automates the entire process from trigger to completion. This simple workflow uses EHR Dates, SMS, Email to deliver measurable results. Expected impact: Generates $15,000-25,000/month.
How It Works
1
Recall Trigger
last_exam + 11 months
2
🏷️ Apply Tags
"recall-active" + "needs-booking"
3
📧 Email: Pre-Recall
Subject: "Time for Your Annual Eye Exam!"
4
5 Days
Check response
5
🎯 GOAL CHECK
Booked via any channel?
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.