Playbooks
11 articles
- Using a Blast campaign to announce an office closureBlast campaigns based on Visit Date can be used to announce an office closure
- Patient education drips by visit number, CPT code or appointment typeTrigger patient education drips by visit number, CPT code or appointment type, plus ready-made video scripts to copy
- New Year insurance card updates and re-verificationUpdating new insurance, Medicare ABNs can be a pain, but with tags and automated messages in TrackStat it's much easier!
- Auto-debit maintenance care and membership programs in All PatientsRun a membership or auto-debit maintenance program from All Patients using tags, case types, custom statuses and future visit filters
- Creating newsletter blasts in HTML with an AI toolBlast marketing - newsletters using an AI tool to create it in html
- Using the Patient Management report to identify ideal patients for marketingFilter and export the Patient Management report to build de-identified ideal patient profiles for targeted marketing
- How do we encourage patients to text us or schedule online?Cut phone call volume with the unanswered call text response, voicemail wording and your new and existing patient booking links
- Birthday reactivations: a monthly blast every practice should runMonthly birthday reactivations should be used in every practice
- Using drip campaigns to generate more patient 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