Email automations are emails that are automatically sent to specific segments of your patient database when certain conditions are met. To make things easy for you, we import a number of ready-to-go email automations into your account that you can turn on or off at any time.

You can also create your own email automations that are triggered when you choose, to the patients you want to send them to!

But before you crrate your own, it's best you familiarise yourself with the automations we created for you and how they work:

Lapsed Patient Recalls 🕒

When a patient has not booked an appointment for a while, we can automatically recall them by email (or SMS!).

We do this by automatically adding patients to one of six pre-made patient segments with defined date ranges of their last appointment. The segments are:

  • Recalls (7 - 13 days)
    Patients who have not been in for an appointment between 7-13 days.

  • Recalls (14-29 days)
    Patients who have not been in for an appointment between 14-29 days.

  • Recalls (30-59 days)
    Patients who have not been in for an appointment between 30-59 days.

  • Recalls (60-89 days)
    Patients who have not been in for an appointment between 60-89 days.

  • Recalls (90-179 days)
    Patients who have not been in for an appointment between 90-179 days.

  • Recalls (over 180 days)
    Patients who have not been in for an appointment for over 180 days.

When we send them:

As soon as a patient enters the segment (we sync the segments with Cliniko daily) - then email is triggered. We do not add the patient to the segment if they have an upcoming appointment booked.

Who they are sent to:

When we first set these up, we'll target all patients. But you can get more granular with your communications by setting up unique recalls based on various datapoints such as the appointment category, appointment type, gender and so much more. To learn more about filtering use the button below.

Editing them:

You can edit the content in these emails at any time! Visit this article for instructions.

Birthdays 🎂

A friendly email sent to patients to wish them a happy birthday. You can customise this email with a video, photos, a special offer and more.

When we send them:

On the patients birthday.

Editing them:

You can edit the content in this emails at any time! Visit this article for instructions.

Loyal Patient Reward (10 visits) 🏆

An email that recognises when a patient has been in for a total of 10 visits (across all appointment categories) and sends them a friendly thank you. You can customise this email with a video, photos, a special offer and more.

When we send them:

As soon as the patient has been in for 10 total appointments.

Does it have to be 10 visits?

No, you can adjust this number to whatever you like. Or maybe you'd like to send an email at 5 visits, 10 visits and 20 visits. The possibilities are endless. All you'd need to do is create a new segment for the total number of visits you'd like to send an email for, then set up a new email automation when a patient enters that segment. You can get more granular and set up different loyalty emails for different appointment categories as well.

Editing them:

You can edit the content in this email at any time! Visit this article for instructions.


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