Purpose
1.2. The automation enables seamless, scheduled, and triggered multi-channel messages, nurturing lapsed patients back into active care.
1.3. Automating messages minimizes manual follow-up burden for staff while ensuring compliance, personalized engagement, and measurable reactivation rates.
Trigger Conditions
2.2. No upcoming appointments visible in EHR/CRM.
2.3. Patient non-response to previous reminders.
2.4. Change in patient health status in records, or new care guidelines relevant to existing but inactive patients.
2.5. Automatedly triggered by time-based scheduler, EMR status change, or marketing system events.
Platform Variants
• Feature/Setting: Automate SMS outreach via Twilio Programmable Messaging API; configure triggerevent on patient inactivity.
3.2. SendGrid
• Feature/Setting: Automate email “Reactivate Your Care” blast; use Single Send API with dynamic templates.
3.3. Mailchimp
• Feature/Setting: Automate patient segmentation and journey; set up customer journey triggers and reactivation workflow automation.
3.4. HubSpot
• Feature/Setting: Automator triggers based on property “Last Interaction”; use Workflows to automate personalized reactivation emails.
3.5. Salesforce Health Cloud
• Feature/Setting: Automation via Process Builder/Flow for re-engagement campaign launch on last_activity_date change.
3.6. ActiveCampaign
• Feature/Setting: Automate trigger-based emails/SMS using Customer Experience Automation; use inactivity segments.
3.7. Zapier
• Feature/Setting: Automate multi-platform triggers; use EHR “new inactive patient” as Zap trigger to message apps.
3.8. Klaviyo
• Feature/Setting: Automate flows with date filters; trigger “Winback Campaign” automation for returning patients.
3.9. Drip
• Feature/Setting: Automates patient outreach via automated email/SMS campaigns using Workflow triggers.
3.10. Intercom
• Feature/Setting: Automate in-app and email messages for reactivation using behavioral and time triggers.
3.11. Google Sheets
• Feature/Setting: Automate fetch of “inactive” patients via App Script trigger, then push to messaging app.
3.12. Microsoft Power Automate
• Feature/Setting: Automate process from EHR/Excel to email/SMS via Flow template and scheduling.
3.13. WhatsApp Business API
• Feature/Setting: Automate template messaging for patient reactivation via approved message API.
3.14. Facebook Messenger
• Feature/Setting: Automate chat bot outreach to inactive patient list using Messenger Send API.
3.15. Slack
• Feature/Setting: Automate alerts to staff channels on high-value patients needing reactivation using Incoming Webhooks.
3.16. AWS Lambda
• Feature/Setting: Automate serverless backend logic for custom patient reactivation triggers and third-party API calls.
3.17. Google Cloud Functions
• Feature/Setting: Automate execution of personalized reactivation scripts triggered by data updates.
3.18. Constant Contact
• Feature/Setting: Automate inactive patient reactivation campaigns via List Segmentation and automation triggers.
3.19. Keap (Infusionsoft)
• Feature/Setting: Automate onboarding sequence for lapsed cardiology patients using Campaign Builder triggers.
3.20. OneSignal
• Feature/Setting: Automate push notifications (web/mobile) sent to patients who have not scheduled in X days.
3.21. Zendesk
• Feature/Setting: Automate patient reactivation tickets and automated follow-up via Support automations.
Benefits
4.2. Reduces staff manual workload by automating outreach and follow-up tasks.
4.3. Ensures no lapsed patients are overlooked by automating consistently timed engagement.
4.4. Enhances patient care outcomes by automating reminders and early interventions.
4.5. Streamlines reporting and ROI measurement with automation analytics.