Patient re-engagement automation for inactive clients

Purpose

1.1. Enable alternative medicine practices to re-engage inactive patients through personalized, automated outreach, improving patient retention, promoting ongoing care plans, and filling schedules.
1.2. Automatically track patient inactivity based on appointment dates, missed visits, or lack of communication, then trigger targeted campaigns using preferred channels (SMS, email, voice, social).
1.3. Deliver tailored messaging per patient type/modality (e.g., acupuncture, naturopathy, massage), adhering to privacy and consent requirements for healthcare communications.
1.4. Capture responses and auto-route to front desk for quick scheduling, or nurture non-responders via sequenced reminders.

Trigger Conditions

2.1. No appointment or contact for a configurable period (e.g., 60+ days since last visit).
2.2. Patient cancels and does not reschedule within 30 days.
2.3. Intake form submission but no visit scheduled within 14 days.
2.4. No response to initial follow-up after treatment completed.
2.5. Workflow filters by service/modalities, last practitioner seen, and patient preference.

Platform Variants

3.1. Twilio (SMS/Voice)
• Feature: Programmable Messaging; Use POST to /Messages API with templated recall text.
3.2. SendGrid (Email)
• Feature: Marketing Campaigns API; Auto-send using contact segments where inactivity meets threshold.
3.3. Mailchimp
• Feature: Automations > Classic automation by date or inactivity segment; configure patient audience.
3.4. ActiveCampaign
• Feature: Automated Workflows; set trigger as field 'last visit date' plus delay.
3.5. HubSpot
• Feature: Workflows; trigger by patient property/treatment status, send reminder emails.
3.6. Salesforce Health Cloud
• Feature: Journey Builder; use ‘no event’ as trigger in Health Journeys.
3.7. Zendesk
• Feature: Trigger-based email or SMS via integration apps when ticket=inactive status.
3.8. Zoho CRM
• Feature: Workflow automation; update field on inactivity, trigger email/text via Zoho Campaigns.
3.9. Google Workspace
• Feature: Apps Script; scheduled script cross-checks Sheets (appointment data), sends Gmail reminders.
3.10. Microsoft Power Automate
• Feature: Recurrence/condition flows; scan for inactive patients, send Outlook email/SMS via connector.
3.11. Calendly
• Feature: Webhooks on 'no scheduling' for X days; auto send nudge emails using connected app.
3.12. DrChrono
• Feature: Appointment API; list patients with no appointments, send patient email via DrChrono Messaging API.
3.13. SimplePractice
• Feature: Auto-reminders; configure no-show/inactive patient workflows, push email/SMS.
3.14. Slack
• Feature: Scheduled reminders (via API) to care team for personal phone outreach to inactive patients.
3.15. Facebook Messenger
• Feature: Messenger API; configure bot to send outreach after inactivity period.
3.16. WhatsApp Business API
• Feature: Automated template messaging; trigger via inactivity list from CRM.
3.17. Intercom
• Feature: Automated chat triggers; message web users inactive since X days.
3.18. PatientPop
• Feature: Automated recall tool; SMS/email reminders after missed or overdue appointments.
3.19. IntakeQ
• Feature: Automated follow-up rules; send recall emails after inactivity.
3.20. Typeform
• Feature: Post-submission Webhooks; trigger outreach if no appointment scheduled within Y days.
3.21. ClickSend
• Feature: SMS Campaigns API; auto-run campaign using a dynamic contact list filtered for inactivity.
3.22. Aircall
• Feature: Queue tasks for manual re-engagement calls via desktop notifications/API if auto-messaging fails.

Benefits

4.1. Reduces no-shows and recaptures lost revenue from inactive patients.
4.2. Personalizes communication per patient, modality, and engagement channel.
4.3. Allows staff to focus on high-value patient interactions, increasing workflow efficiency.
4.4. Keeps communication fully compliant and auditable for health industry standards.
4.5. Tracks response and auto-updates CRM, refining future outreach strategy.