Automation engines
Reminders and recalls, cards that move when patients progress, and billing and clinical status that follow the consult. Build the journey yourself, or describe it and review the draft.
We will walk through a recall, a board move and an automatic invoice line on your kind of caseload.
Category
Client Journeys
Client journeys
Reminder Flows screenshot
Drop 16:9 product screenshot here
| What it does | Build journeys that fire when an appointment is booked or coming up. Each step picks a channel, a delay, and a template — confirmation on booking, email at 24 hours, SMS at two hours. |
|---|---|
| Why it's worth it | The front desk stops chasing no-shows by hand. Clients get the right nudge on the channel they actually read. |
| Cost to turn on | Marketing Automations add-on. WhatsApp steps need the WhatsApp Business add-on. |