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 campaign 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

Secondary pre-appointment reminder

Patients who have an upcoming appointment

Appointment

Appointment

Alt Date Range: Select the relative time for when the appointment would be (e.g. Tomorrow, This Week, Next Week)

Filter Appointment Status to:

(Optional) Set campaign to recur every day

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 campaign 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 campaign 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 at least 3 months

Appointment

Attendance

Length equals 3 months or greater since last appointment

Without future appointments

(Optional) Set campaign to recur every month

Recall

Patients who made an appointment EXACTLY 6 weeks ago

Appointment

Attendance

Length equals 6 weeks since last appointment

WIthout future appointments

(Optional) Set campaign to recur daily

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 campaign 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 campaign 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 campaign 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