Annual Eye Exam Recall
Proactive outreach when patients are due for yearly exams
What This Automation Does
How It Works
Recall Trigger
last_exam + 11 months
๐ท๏ธ Apply Tags
"recall-active" + "needs-booking"
๐ง Email: Pre-Recall
Subject: "Time for Your Annual Eye Exam!"
5 Days
Check response
๐ฏ 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
No payment required โ our team will finalize scope and pricing during the call.
Compliance & Security
All patient data encrypted in transit and at rest. BAA available for all integrations.