- Automation Recipes
All Recipes
Showing 1–11 of 11 Automation Recipes
“When’s my appointment again?“How many times have you had to answer this for contacts? Or even worse, followed up with a contact who didn’t…
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Project ManagementHealthcare: Clerical Complaint Notification
What happens if a contact has a negative experience during an appointment?If there is no way to communicate this with the appropriate team,…
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Customer SupportHealthcare: Create Task To Send Post-Appointment Information
When a contact comes in for an appointment, they are given a lot of information, but what happens when they leave?Prescription information,…
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Project ManagementHealthcare: Interest Based Marketing Segmentation
Contacts respond best to information they feel pertains to them, so why not segment them by this information?When a contact submits your…
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Marketing AutomationHealthcare: Invitation to Patient Portal
What happens after your first visit to a new doctor?Many healthcare facilities now have online portals where their patients can get vital…
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Project ManagementHealthcare: Location Segment Tagging
Why should you denote the specific location of a contact? If you have multiple facilities, knowing what facility a contact is nearby is…
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Marketing AutomationHealthcare: Pre-appointment Intake Form Flow
Who enjoys filling out your paperwork right when you get to your appointment?No one. And it’s not just a hassle for the contact coming in…
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Project ManagementHealthcare: Prescription Fulfillment Reminder
Appointment reminders are a great way to prepare clients for their healthcare journey, but are you also making sure to automate their…
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Project ManagementHealthcare: Send Latest Health Blogs
What’s the speed of information?If you’re in the healthcare field, you know that information, thought leadership, and new discoveries…
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Marketing AutomationHealthcare: Survey Follow-up
How well does the average person know their health?You might be surprised by how many people don’t know the full extent of their unhealthy…
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Marketing AutomationHealthcare: Yearly Check-up Reminder
What’s the most important thing for you to look after?Your own health. But you would be surprised how many people go without getting a…
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