Automated Patient Onboarding and Follow-Up Campaigns:

Automatically add new patients from DrChrono into ActiveCampaign and trigger onboarding email sequences that include welcome messages, clinic policies, and next steps. Additionally, follow-up campaigns can be sent after appointments, including post-visit instructions or surveys. Ensures new patients are properly welcomed and informed, while follow-up emails keep them engaged and ensure continuity of care. This automation saves time by eliminating the need for manual patient outreach and provides a personalized experience for each patient.

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Appointment Reminder and Confirmation Emails:

When appointments are scheduled or rescheduled in DrChrono, ActiveCampaign can automatically send appointment confirmation and reminder emails to patients. Helps reduce no-shows by keeping patients informed about their appointments. Automated reminders ensure that patients receive timely notifications without staff intervention, improving clinic efficiency.

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Automated Patient Segmentation and Nurturing:

Based on patient actions in DrChrono (e.g., type of appointment, treatments received), patients can be automatically segmented into different lists in ActiveCampaign and placed into nurturing sequences tailored to their needs (e.g., reminders for annual check-ups, promotions for relevant services). Enables personalized communication, allowing clinics to nurture relationships with patients based on their healthcare needs. This targeted approach can improve patient retention and increase engagement with the clinic’s services.