Reactivating patients who haven’t visited in a while can be vital to maintaining your practice's growth. With Automatic Tasks for Reactivation, you can generate a list of patients who meet specific criteria based on their last visit. This task updates almost daily, making it easy to follow up with patients who might need a gentle nudge to book their next appointment.
How It Works
You define the reactivation criteria, such as the time since the patient’s last visit, and the system takes care of the rest. Once set up, this feature identifies patients who meet your criteria and automatically adds them to a task list for follow-up.
Why Use This Feature?
Save Time: Eliminate the need to manually track inactive patients.
Stay Organized: Consolidate follow-up efforts in one easy-to-use task list.
Boost Revenue: Increase appointments by reaching out to patients who are overdue for a visit.
How to Set Up an Automatic Task for Reactivation
Watch the video below for a short example of how to set up an automatic reactivation task. The video walks you through:
Setting the time frame for the last visit.
Configuring task parameters.
Viewing the task list generated by the system.