Automation

6 live automations · 5,916 total runs

Active

Runs This Month

1,840

Patients Reached

612

Est. Revenue

$24,400

Recall Reminder

RecallLIVE

Trigger: 6 months since last visit → Action: Send SMS + Email

2,840

total runs

Appointment Confirmation

SchedulingLIVE

Trigger: 48h before appointment → Action: Send SMS confirmation

1,240

total runs

Post-Visit Review Ask

ReviewsLIVE

Trigger: 2h after appointment ends → Action: Send Google review link

892

total runs

Missed Appointment

SchedulingLIVE

Trigger: Patient no-shows → Action: SMS + reschedule link

134

total runs

Birthday Offer

Marketing

Trigger: Patient birthday (day before) → Action: Send email promo

312

total runs

Treatment Plan Follow-up

ClinicalLIVE

Trigger: 3 days after plan presented → Action: Send acceptance nudge

188

total runs

Insurance Expiry Alert

Insurance

Trigger: 30 days before plan expires → Action: Notify front desk

total runs

New Patient Welcome

IntakeLIVE

Trigger: First appointment confirmed → Action: Send welcome packet SMS

214

total runs

AI Suggestion

12 patients who accepted implant plans haven’t scheduled yet. An automated “Ready to schedule?” nudge could recover ~$48,000.