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
Invoice & Consent Chase screenshot
Drop 16:9 product screenshot here
| What it does | Invoice created, invoice overdue and unsigned consent triggers start multi-step chase journeys. Mix email and SMS, and add a staff task if the client still has not acted. |
|---|---|
| Why it's worth it | Debt and missing consent stop sitting in someone’s head. The practice follows up on a schedule you set once. |
| Cost to turn on | Marketing Automations add-on. WhatsApp steps need the WhatsApp Business add-on. |