Playbooks
11 articles
- Campaigns - Blast - Office ClosedBlast campaigns based on Visit Date can be used to announce an office closure
- Campaigns - Drip - Patient EducationTrigger patient education drips by visit number, CPT code or appointment type, plus ready-made video scripts to copy
- Campaigns - Appointment Reminders - New Year - Insurance Card Updates - Re-VerificationUpdating new insurance, Medicare ABNs can be a pain, but with tags and automated messages in TrackStat it's much easier!
- Reports - All Patients - Auto-Debit Maintenance Care, MembershipRun a membership or auto-debit maintenance program from All Patients using tags, case types, custom statuses and future visit filters
- Campaigns - Blast - NewsletterBlast marketing - newsletters using an AI tool to create it in html
- Using Patient Management Report to Identify Ideal Patients for Targeted MarketingFilter and export the Patient Management report to build de-identified ideal patient profiles for targeted marketing
- Online Scheduling - How do we encourage patients to text us or schedule online? We are a busy office and want to minimize time spent talking on the phone and answering phone calls.Cut phone call volume with the unanswered call text response, voicemail wording and your new and existing patient booking links
- Campaigns - Blast - Birthday ReactivationsMonthly birthday reactivations should be used in every practice
- Campaigns - Drip - ReferralsGenerate more patient referrals with drip campaigns
- Send Out-of-Office Messages to Patients for Planned or Emergency ClosuresHow to notify patients when your office is closed for holidays, weather, emergencies, or other unplanned closures.
- Referable ContentGet more referrals