Useful Campaigns for your Practice

Follow

The type of report you run (and the filters you set as parameters) determines the recipient list for your campaign. Here are some examples of how to reach the audience you want using the Campaigns feature.

Tip

When you set campaigns to repeat, the audience is automatically updated every time. For example, if you set a campaign to repeat every day but to only send to patients with an appointment 2 days away, you'll only send the campaign to each patient once, because tomorrow's campaign will have a different audience!

Campaign

Audience

Report Category

Report Type

Additional parameters

Opening Hours or Announcements

All patients (or all patients at a particular location)

Patient

Case Load or Birthday

(Optional) Filter by location

Welcome / Introductory Pack

New patients about to attend their first appointment with the practice

Appointment

Attendance

Length equals 2 days before next booked/confirmed appointment

1 appointment total

Set to recur every day

(Optional) Filter by Appointment Source or Location for different campaigns depending on whether the appointment is a phone consultation, booked online, etc.

(Optional) Attach a clinical tool or intake form

Appointment follow-up for re-engagement or thank you

Patients who have just had an appointment

Appointment

Attendance

Alt Date Range: Today

Schedule for the end of business hours

(Optional) Set to recur every day

(Optional) Attach a clinical tool template to gauge customer satisfaction or track your patients' health

Different intake forms for patients with different introduction sources

Patients who were introduced to the practice by a specific method (introduction source)

Patient

Introduction Source

Filter by introduction source

Attach a specific patient intake form

Happy birthday!

All patients who have a birthday today

Patient

Birthday

Alt Date Range: Today

(Optional) Set an age range

(Optional) Set to recur every day

Please log in to the Patient Portal and complete your assigned clinical templates and questionnaires

Patients you have assigned a clinical template who have not yet completed them in the Patient Portal

Patient

Clinical Note

Filter for the template(s) you want the patient to complete

Filter for clinical notes in Draft status

Recall

Patients who haven't made an appointment in 3 months

Appointment

Appointment

Length equals 3 months since last appointment

Without future appointments

(Optional) Set to recur every month

You need to renew your referral

Patients with a referral about to expire

Referral

Referral

Limit equals 1 appointment/hour remaining

Set Recipient to Patient in Campaign pop-up

(Optional) Filter for Next Appointment to capture only patients with an upcoming appointment

(Optional) Set to recur every week or month

We require your payment details

Patients with an appointment in the next month

Appointment

Appointment

Alt Date Range: This Month

Attach intake form asking for payment details

(Optional) Set to recur on the 1st day of the month

Communications to other health practitioners

Health practitioners you have received a referral from

Referral

Referral

Set Recipient to Professional Contacts in Campaign pop-up

Weekly health check / follow-up

Patients who have had a recent appointment

Appointment

Attendance

Alt Date Range: Last week

Attach a clinical tool template to gauge customer satisfaction or track your patients' health

(Optional) Set to recur every week

Targeted campaign to patients from a specific postcode

Patients who have an address with a specific city, state or postcode

Patient

Location

Filter for city, state or postcode (you can enter postcode in the city or state fields)

Your invoice is overdue

Patients with an overdue invoice

Finance

Unpaid Invoices

Filter for overdue invoices or number of days overdue

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