Medical Alerts are Cliniko's built in tagging system. They are primarily used to note something about a patient (allergies, conditions, ailments) and are visible to both practitioners and administrators. ✨ But you can also use them to powerfully target patients using Peptalkr SMS and Email. Keep reading to learn more.
What's a medical alert?
Businesses use Medical Alerts in different ways, and we encourage you to continue to use them as you already do. You can just extend your usage of them to do more with Peptalkr.
How Medical Alerts can be used with Peptalkr
To segment patients in your email marketing list - instructions
To trigger one off emails on the fly to patients - instructions
To filter who receives certain automated emails or SMS - instructions
To exclude patients from receiving certain automated emails or SMS - instructions
Here's some popular use cases of medical alerts with Peptalkr:
Use Case One: Use Medical Alerts to segment patients by a a common issue for better email/SMS targeting
For example - let's say you want to send a one off blast email to all patients who have the Pregnant medical alert with information about post-birth body care.
You can create an email that looks for all patients with that medical alert, and send an email to them either on an automated schedule, or at a time of your choosing.
To do this simply use the Medical Alerts filter when creating an email/SMS trigger, or by targeting the Medical Alerts field when segmenting your marketing list.
Use Case Two: Use Medical Alerts to email a patient helpful resources, videos, fact sheets or other information on the fly
For example - let's say you are a Chiropractor and you are in an appointment with a patient and you determine they have L4-L5 spinal issues. You want to send them an email that specifically addresses this with some L4-L5 exercise videos.
You add the *Peptalkr - L4-5 Exercises medical alert to the patient file - and your prebuilt email about L4-5 exercises fires away instantly to the patient (or the next day - whatever you choose).
💡 When using Medical Alerts with Peptalkr - We suggest adding an asterisk (*) or something else to the start of the medical alert so that everyone in your practice knows this is a Medical Alert that's being used for something in Peptalkr.
e.g
*Peptalkr - L4-5 Exercises
This differentiates it from your other more general medical alerts, such as 'Pregnant'.
Your patient will now have information sent to them on the fly to help them out when they get home. Your patients will feel extra cared for receiving this kind of follow up, and you'll feel extra good that you could do it in a couple of seconds without having to manually write and send an email (letalone remember to do it later).
Medical Alert Best Practices
We strongly recommend creating a dummy patient where you can add all your Peptalkr medical alerts in one place.
Create a new patient in Cliniko with the following name:
First name: Peptalkr
Last name: Medical AlertsAdd all the medical alerts you'd like to connect to Peptalkr.
In the 'Extra information' field - write a short description of what each medical alert does in Peptalkr and when it is active or not.
For example:
When you are setting up a Peptalkr SMS or transactional (smart) email trigger - You can search through a dynamic list of your existing medical alerts and select any your SMS/email should apply to.
Please note it can take up to 1 hour before your newly created Medical Alerts appear in Peptalkr.
You can also create patient segments in your marketing list using Medical Alerts. Find out more by reading this article.
👉 Your medical alerts will not be case sensitive, and if you accidentally add an extra space at the start or end of the alert it won't matter. But it is very important you get the wording right. Keep a list of your Peptalkr Medical Alerts handy (or use the "Peptalkr Medical Alerts" dummy Cliniko patient profile as suggested above) so you always get it right.