Patient Portal Adoption Campaign
Campaign to increase portal use: setup help, feature tutorials, incentives
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Campaign to increase portal use: setup help, feature tutorials, incentives. Reduces calls for results, appointments, refills.
How It Works
1
No Portal Access
portal_active = false
2
Setup Invitation
Set up portal in 2 minutes — manage health from phone
3
Feature Walkthrough
Video guide: results, refills, messaging, booking
4
Day 3: Reminder
Haven't set up yet? Only takes 2 minutes
5
Track Adoption
Monitor signup rates, update field
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
HIPAA compliant