We automate appointment reminders, post-visit follow-ups, and review collection — so your front desk handles real patient needs, not phone tag.
Click any automation to see the exact step-by-step flow we build for you.
Multi-touch sequence that cuts no-shows by up to 40%
When a new appointment is scheduled (online, phone, or walk-in entry), the automation begins. Works with most practice management and EHR systems.
⚡ TriggerPatient receives a personalized confirmation via email and SMS within 60 seconds. Includes date, time, provider name, location with map link, and prep instructions if applicable.
✓ 60-second deliveryTwo days before, a friendly reminder goes out. Patient can confirm with one click or tap a link to reschedule. If they reschedule, the slot is automatically freed and re-offered.
Morning of the appointment: a brief "See you today at 2pm" text with quick-access directions. Simple, not intrusive. Open rate: near 100%.
✓ 40% no-show reductionIf a patient misses their appointment, they automatically receive a message 30 minutes after the slot with a one-click reschedule link. Recapture rate: ~35% of no-shows rebook the same day.
✓ Recaptures 35% of no-showsPatients stay on track with care plans — without burdening your staff
When the appointment status changes to "completed" in your system, the post-visit sequence starts automatically. No manual trigger needed from your staff.
⚡ TriggerPatient receives a follow-up email with their care instructions, medication reminders, and what to watch for — in plain language. You template these once per visit type; the automation personalizes and sends.
A brief "How are you feeling?" message asks if the patient has any questions or concerns. Responses route to your clinical inbox — so staff only engages patients who actually need follow-up.
✓ Flag-based routingFor patients who need a follow-up visit, a scheduling link is sent automatically at the right interval. Preventive care recall becomes effortless — patients come back because you reminded them.
✓ 28% increase in recall visitsTurn satisfied patients into 5-star reviews automatically
When a patient completes a visit without flagging concerns (no complaint in the Day 3 check-in, no reschedule requests), they're added to the review sequence.
⚡ Trigger5–7 days after a positive visit, a warm, personal-feeling message asks the patient to share their experience. Direct link to Google Reviews — zero friction.
If they didn't click through after 4 days, a single soft follow-up goes out. Never pushy. Just a reminder that their feedback helps other patients find quality care.
If a patient responds negatively at any stage, they're routed to a private feedback form — not to a public review. Gives you the chance to address concerns before they become a 1-star review.
✓ Protects your reputationShare your biggest bottleneck. We'll map the exact automation that eliminates it — most clinics see measurable results within the first two weeks.
Expect a response within 24 hours with a custom automation roadmap for your practice.