Looking for an easier way to contact patients at your practice that haven't made an appointment in a while? Enable the Patient Reactivation TouchPoint™ to start sending out messages automatically to patients who haven't had an appointment within the time range you set.
Review Patient Reactivation Message Verbiage
Before you enable the automated Patient Reactivation TouchPoint™, review the message verbiage.
Click on the Settings gear in the upper right corner
Click on the Verbiage tab
Scroll through the list of messages and click on the Patient Reactivation section to display all available messages in text and email format
To edit a particular message version verbiage, click on the pencil icon
Add the desired content and placeholders, then click Save
Set Up the Outstanding Treatment TouchPoint
In the left side menu of Engagement, click on Follow Ups. Then click on TouchPoints
Click on the green Other tile, then click on the Add TouchPoint button and choose Patient Reactivation
Next, add the following criteria/rules:
Timing: Choose the number of months since the patient's last appointment that should be contacted
Choose the preferred delivery channel (text or email)
Once you've set your automation preferences, scroll down to preview the message content
When finished, click Add
Lastly, be sure to toggle the switch to enable the Patient Reactivation TouchPoint (green means it’s active ✅)
That’s it! Your Patient Reactivation messages are now automated. Patients will receive thoughtful reminders without all of the manual legwork.
Disable or Delete Patient Reactivation Automation
To disable the Patient Reactivation TouchPoint, click on the green toggle to turn it off. The status will show as inactive and the toggle will be greyed out. Once deactivated, Patient Reactivation messages will no longer be sent to patients.
To completely delete your Patient Reactivation message automation, click on the 3-dot menu next to Patient Reactivation and choose Delete.
Please note: Once your automation has been deleted, you will need to re-add the TouchPoint and all of your preferences if you would like to begin sending automated messages to patients once again.