Automated Patient Communication Campaigns in TrackStat
TrackStat offers robust support for automated communication campaigns, enabling healthcare practices to efficiently engage with their patients through personalized messages. This guide provides an overview of the campaign types, communication methods, and setup instructions for each type of automated message TrackStat supports.
Overview of Automated Campaign Types
TrackStat enables several types of automated campaigns tailored to different patient communication needs:
Birthday Messages: Automatically sends a personalized birthday email or text to active patients on their special day. This campaign is part of TrackStat’s drip campaign functionality.
Review Request Messages: Sends an automated text to patients, asking for internal feedback and then encouraging them to leave a Google review for your practice.
Reactivation Campaigns: Targets patients who have not had a visit for specific time periods (e.g., 1–2 months, 2–3 months, 6–9 months) with automated text or email messages prompting them to schedule an appointment.
Missed Appointment Messages: Sends a text message after a missed appointment, with a configurable time delay to remind patients to reschedule.
Post–New Patient Visit Check-Ins: These drip campaigns are triggered by a "New Patient" appointment type. Practices can configure these to send a text or email message after a specified delay, such as a set number of hours post-visit, to check in with new patients.
Online Scheduling Invitations: Automatically sends patients a link for self-scheduling their appointments online.
Communication Methods for Campaigns
TrackStat uses both text and email mediums to deliver automated messages. The medium depends on the message type:
Birthday Drip Campaign: Can be sent via email or text.
Review Campaign: Sent as text messages.
Reactivation Drip Campaigns (e.g., 2–3 months): Can be sent via email or text.
Configuring a Post–New Patient Visit Check-In Campaign
To set up a post–new patient visit check-in text message:
Identify the "New Patient" appointment type in TrackStat.
Create a drip campaign that triggers based on this specific appointment type.
Configure the campaign to send a text message after a designated delay (e.g., X hours) post-check-in. This allows you to personalize follow-up care for new patients.
Best Practices for Automation Timing
When configuring automated campaigns in TrackStat:
Choose appropriate delays for each campaign to avoid overwhelming patients with communication.
Opt for personalized and concise messaging for higher engagement rates.
Regularly review campaign settings to align with practice goals and patient feedback.
By using these automation features, practices can streamline patient communication, improve engagement, and optimize scheduling workflows.