Automated Patient Data Sync and Segmentation:

When a new patient registers in Charm Health, their information is automatically synced with ActiveCampaign to create or update a contact. Patients can be segmented based on their care needs, appointment history, or treatment plans. Ensures consistent data across both systems. Enables personalized messaging through patient segmentation. Simplifies outreach by organizing patients into relevant groups (e.g., new patients, follow-ups).

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Pre-Appointment Reminders and Post-Visit Follow-Ups:

Once an appointment is scheduled in Charm Health, ActiveCampaign triggers automated email or SMS reminders to reduce no-shows. After the visit, post-appointment follow-ups—such as surveys, care instructions, or check-in messages—are also automated. Reduces missed appointments with proactive reminders. Enhances patient engagement with personalized follow-ups. Saves staff time by automating routine communications.

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Lead Nurturing and Re-Engagement Campaigns:

When a new patient inquiry is logged in Charm Health, ActiveCampaign enrolls the contact in a nurture campaign with targeted health tips or reminders to book an appointment. Inactive patients can also receive automated re-engagement messages to schedule follow-ups. Converts leads into active patients with consistent communication. Reactivates inactive patients through automated outreach. Improves patient retention and satisfaction by keeping them engaged.