Automated communication workflow
Every message sent by our clinic is triggered by an event, tuned by preference, and reviewable in the portal. Nothing is spam — every touch has a job.
The visit timeline
A single appointment triggers this sequence.
- T‑0SMS + email
Booking confirmed
"Your visit is set. Here's a calendar invite and a link to your intake form."
- T‑24hSMS
Friendly reminder
"See you tomorrow at 9:40 with Dr. Ives. Reply R to reschedule."
- T‑2hSMS
Check-in link
"Running on time. Tap to check in from the parking lot."
- T+2hEmail
Post-visit summary
"Your visit notes, x-rays and any next steps — all in your portal."
- T+48hSMS
Care check
"How's the tooth feeling? Reply 1–5 or type anything for a real human."
- T+5.5moEmail + SMS
Recall nudge
"It's almost time for your next cleaning. Tap to grab a slot."
Event-based triggers
Beyond the visit — the little moments patients notice.
No-show detected
Auto-open reschedule window, notify front desk
Insurance denial
Move claim to review queue, message patient with plain-language summary
Balance overdue 14d
Send gentle reminder + one-tap payment link
Birthday
Send a warm note and a free whitening touch-up voucher
New patient welcome
3-part onboarding: portal setup, what to expect, meet-the-team video
1.9%
No-show rate
industry avg. 12%
78%
Recall booking
auto-nudged within 30d
8 min
Patient reply time
median, in-hours