Did you know that word-of-mouth referrals account for nearly 90% of healthcare decisions made by patients? Happy patients are your best marketers, and promoters—those who rate their experience with you 9 or 10 on a satisfaction survey—can play a significant role in expanding your practice.
This guide will show you how to automate referral requests from these promoters, helping you attract new patients effortlessly. If you haven't started sending satisfaction surveys yet, check out our article on [Patient Satisfaction for New Patients].
To learn how to request a Google Review, click the button below.
Step-by-Step Guide to Setting Up Referral Automation
1. Create an Effective Email Template
To encourage promoters to refer others, start by crafting a compelling email. Below is a sample template:
Subject: Share Your Experience & Get Rewards!
Body:
Hi {FIRSTNAME},
Thank you for trusting us with your care! We’re thrilled that you had a great experience and gave us a high rating.
As a token of our appreciation, we’re offering a special voucher for you and a friend! Simply present this email to the reception when you arrive for your appointment to claim your reward.
Thank you for being a valued patient!
[Your Clinic's Name]
2. Set Up Automation in Cliniq Apps
Step 1: Create a New Automation
Go to Automations and click Create New Automation.
Name your automation clearly, e.g., New Patient Acquisition (avoid special characters).
Select an Unsubscription Category (e.g., “A” for easy management).
Choose Satisfaction Follow-up (Promoters) as the automation type.
Select One-Time Automation (this ensures patients only receive the referral request once).
Click Continue.
Step 2: Target the Right Patients
Click SELECT and choose Patients with Appointments.
Select either a specific clinic location or All Locations.
Click the green AND button, then select Patient Satisfaction Score.
Set the score between 9 and 10.
Step 3: Configure the Email Communication
Click THEN, then select Communicate with my patient.
Click THEN again and select Communicate with patient.
Choose Send Email.
Select the email template you created earlier.
Set the delay to 1 hour after giving the score (this ensures immediate follow-up while the experience is still fresh).
Click Apply Changes.
Click Save Automation.
Step 4: Activate the Automation
Click the PLAY ▶️ button to activate your automation.
How the Automation Works
Once activated, the system will automatically send an email to patients who rated your service 9 or 10, ensuring timely engagement and increased patient interaction.
By streamlining communication, this automation helps you retain satisfied patients, attract new ones, and strengthen patient loyalty with minimal effort.
Why Use Cliniq Apps?
Cliniq Apps makes it easy to automate patient engagement, saving you time while maximizing patient satisfaction. With smart automation, you can build a referral-driven practice without additional effort.
Need Assistance?
If you have any questions or require further support with Cliniq Apps, please chat with us via the Cliniq Apps messenger or email us at support@cliniqapps.com.
Enjoy growing your practice with Cliniq Apps! 🚀
