Patient reactivation campaigns (for inactive patients)

Purpose

1.1. To automatically identify patients who have not booked or visited within a defined period and launch targeted outreach to encourage their return, using personalized and multi-channel communication.
1.2. Increases patient retention, fills appointment gaps, and boosts clinic revenue by re-engaging lapsed patients with timely, relevant offers and reminders.
1.3. Enables streamlined patient reactivation across email, SMS, phone, and digital ads, reducing manual workload and human error.

Trigger Conditions

2.1. No appointment booked or completed in a user-defined timeframe (e.g., 6 months).
2.2. Patient flagged as “inactive” in EMR or practice management system.
2.3. Specific campaign dates or periodic review cycle.
2.4. Patient enters an “inactive” segment based on engagement/activity metrics.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API “Send Message”; configure with patient phone, personalized reminder text, scheduling logic.
3.2. SendGrid
• Feature/Setting: “Mail Send” API; automate mass personalized reactivation emails using dynamic templates and recipient list filters.
3.3. HubSpot
• Feature/Setting: Workflows; use “Contact inactivity” trigger, timed email/SMS, add to “lapsed patient” campaign.
3.4. Salesforce Health Cloud
• Feature/Setting: Flows; auto-identify inactive patient records and launch outreach tasks, email, or SMS.
3.5. Mailchimp
• Feature/Setting: Segmentation, Customer Journeys; trigger re-engagement series for audience who haven’t opened or booked in set time.
3.6. ActiveCampaign
• Feature/Setting: Automation builder with “last appointment date” trigger, send multichannel outreach.
3.7. Constant Contact
• Feature/Setting: Email Automation; reactivation templates, inactivity-based email triggers.
3.8. Google Sheets
• Feature/Setting: Script/API trigger; scan patient data, flag inactive users, push to automation flow.
3.9. Zoho CRM
• Feature/Setting: Workflow automation; detect inactivity, auto-set task/reminder, email/SMS trigger.
3.10. Klaviyo
• Feature/Setting: Flows; event-triggered reactivation, SMS and email follow-ups.
3.11. Facebook Ads (Meta Custom Audiences)
• Feature/Setting: Audience API; sync list of inactive patients for ads targeting.
3.12. Zapier
• Feature/Setting: Multi-app workflow; schedule inactivity checks, route to SMS/email/CRM.
3.13. Pipedrive
• Feature/Setting: Workflow Automation; moves inactive contacts to a queue and initiates outreach email.
3.14. Intercom
• Feature/Setting: Custom Bots; trigger chat or email for users inactive past threshold.
3.15. CallRail
• Feature/Setting: Call Scheduling API; trigger auto-dial or reminder call for reactivation.
3.16. Plivo
• Feature/Setting: SMS API; programmatically send reactivation texts to selected patients.
3.17. Calendly
• Feature/Setting: API/webhook; send personalized rebooking invitation to inactive contacts.
3.18. Vcita
• Feature/Setting: Automated Campaigns; identify and nudge inactive clients to book again.
3.19. PatientPop
• Feature/Setting: Automated Reminders; execute patient recall via templates after inactivity.
3.20. Weave
• Feature/Setting: Recall campaign automation; triggers SMS/voicemail based on inactivity in PMS.
3.21. Smartsheet
• Feature/Setting: Automation rules; flag and bulk notify lapsed patients in data sheets.
3.22. Microsoft Power Automate
• Feature/Setting: Recurrent flow scans EMR/CRM, triggers email/SMS reminders for inactive entries.
3.23. Emma
• Feature/Setting: Automated Workflow; inactivity-triggered messages for lapsed patients.

Benefits

4.1. Maximizes appointment bookings from prior patients, increasing revenue without high acquisition costs.
4.2. Maintains patient relationships through consistent communication, fostering loyalty and repeat business.
4.3. Reduces administrative workload and opportunity for missed follow-ups, providing measurable ROI.
4.4. Enables omnichannel reach—email, SMS, ads, and phone—for higher reactivation response rates.