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115 automations found
Start of year: proactively reach out to patients who benefit from scheduling while deductible is fresh
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.
After visits, patients asked to rate experience
After visits, patients asked to rate experience. Positive → Google review link. Negative → private feedback form to resolve before going public.
AI drafts and posts responses
AI drafts and posts responses. Positive → personalized thanks. Negative → empathetic, HIPAA-compliant response inviting offline resolution.
Track reviews and satisfaction per provider
Track reviews and satisfaction per provider. Monthly reports with trends, themes, benchmarks. Identify coaching needs and recognize top performers.
Auto-track referral source, send HIPAA-compliant thank-you to referring physician, provide appointment status updates
Auto-track referral source, send HIPAA-compliant thank-you to referring physician, provide appointment status updates. Strengthen networks, encourage repeat referrals.
Patients get unique referral link, notified when friends book, receive rewards
Patients get unique referral link, notified when friends book, receive rewards. Full funnel tracking from share to booking to reward.
When you refer out to specialist: Did they schedule? Did they go? Did they come back? Automated tracking ensures nobody
When you refer out to specialist: Did they schedule? Did they go? Did they come back? Automated tracking ensures nobody falls through cracks.
Pre-built templates: flu shots (Sept-Nov), school physicals (Jul-Aug), allergy season (Mar-May), skin checks (May-Jun),
Pre-built templates: flu shots (Sept-Nov), school physicals (Jul-Aug), allergy season (Mar-May), skin checks (May-Jun), holiday stress (Nov-Dec). Each targets relevant segments.
Multi-channel announcement for new services/providers to existing patients with early-bird incentives
Multi-channel announcement for new services/providers to existing patients with early-bird incentives.
Birthday greetings + health reminders
Birthday greetings + health reminders. Birthday month = trigger for annual physicals, age-based screenings. Also tracks patient anniversary.
Monthly health newsletter: seasonal tips, research, practice updates, service promotions
Monthly health newsletter: seasonal tips, research, practice updates, service promotions. Keeps practice top-of-mind, drives appointments through education.
Targeted campaign: chronic follow-ups, mental health, med reviews, minor illness
Targeted campaign: chronic follow-ups, mental health, med reviews, minor illness. Includes how-to guides, tech setup, first-visit incentives.