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Quick Start Tutorials
Quick Start Tutorials
Easy setups you can do right away
By Monique and 1 other
2 authors
22 articles
π§ Planning your communication strategy
β‘οΈ Top 5 emails to set up first (start here!)
β»οΈ The patient life cycle - an email for every step (with tutorials)
π New patient welcome & onboarding
β‘οΈQUICK: Send an automated welcome email to every new patient
Welcome new patients your way (deep dive)
β Appointment confirmations & reminders
β Send your first confirmation email (10 minutes)
π Sending on-brand reminders
π Including Telehealth links in your confirmations or reminders
β Sending on-brand confirmations
β Missed appointments & cancellations
β»οΈ Recalling cancellations
π€ Recalling Did Not Arrives (DNA)
π΄ Sending a Did Not Arrive Recall specific to the number of times they have been marked DNA
β»οΈ Recalls, follow-ups & reactivations
β»οΈ Reactivate patients who haven't rebooked (10 minutes)
π Reactivate clients with no bookings (automated)
Sending follow ups manually (with a medical alert) VS fully automated
π΅ The Blueprint for: Patient Recalls
π‘ Sending follow up advice / checking in
β Feedback, surveys & discharges
β Requesting feedback from patients
π¦ Product & invoice-item messages
π Send info about an invoice item (products and billable items)
π’ Marketing campaigns & one-off blasts
π How to create and send a Newsletter or marketing blast
π Automated marketing messages & series
π How to send an automated Happy Birthday email
π Reward referrers with an account credit, discount or free gift
π How to send a series of transactional email and/or SMS