Patient Reactivation: 3 to 6 months

Instructions on how you can set an automation to recall your 3 to 6 months lapsed patients

Flori avatar
Written by Flori
Updated over a week ago

1. Messages: Create one SMS , one Email and one Phone Call list.

SMS Content:

Hope you are feeling 100% - moving well and feeling great!
If not, pls contact us on 000000 or click (online booking link) to schedule a time with us.

Clinic Name/Provider's Name

Email Content:

Email Subject: How you've been?
I noticed that it has been a little over 3 months since we last saw you at Clinic Name.
We hope that, by now you are feeling 100% - moving well and feeling great!
I want to ask 2 quick things:

  1. If you are feeling great - can you please reply and let me know! I'd love to hear your story.

  2. If you are NOT feeling 100% yet - can you also reply and I'll find a way to solve your problem.

I'd really appreciate you taking 2 minutes to get back to me. It would mean a lot.
Looking forward to hearing from you,
Clinic Name

(Try to include a discount in this email)

Phone Call List: You can either leave a note for your reference or create your own phone call script.


{FIRSTNAME} has no appointment since {LAST_END}

Then set the priority of the tickets, who should be notified, and how many tickets they should receive per day.

2. Click on Automation Rules and Click on New Automations


  1. Name the Automation for your reference.

  2. Select unsubscription category

  3. Select unsubscription automation type. For information about automation categorization and type click HERE.

  4. Select the iteration of the automation

  5. Click Continue to proceed to the next steps

Click the SELECT button and choose Patients with Appointments

Select the clinic location and click the and button

Then choose their appointment

And set it to more than 3 months last appointment then click the and button

Then select have no future appointment and click the and to set the appointment date to between 6 months ago and 3 months ago. Once done, click the then button to proceed to the next steps.

Select communicate with patient -> send sms -> select the sms that you created

Do the same steps to add the email and the Task and set the timing to

  • SMS - 1 hour later

  • Email - 7 days later

  • Task - 2 days later

Click on Apply Changes

Then Save Automation

To start the automation simply click the PLAY ▶️ button.

When you activate this automation, any patients who haven't visited you for more than 3 months and less than 6 months will receive an sms in the next hour. In case they still haven't booked, they'll receive the email 7 days after the sms. And if they still haven't rebooked the last practitioner and an admin team member will be notified of their information through your Task Manager 2 days after the email was sent.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

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