Automated Patient Onboarding and Intake Follow-Up:

When a new patient completes an intake form in IntakeQ, their information is automatically added or updated in ActiveCampaign’s contact list. An onboarding automation sequence is triggered, sending welcome emails and pre-appointment instructions. Provides a seamless onboarding experience with personalized communication. Reduces manual tasks by automating welcome emails and instructions. Ensures every patient receives the right information at the right time.

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Appointment Reminders and Post-Visit Follow-Ups:

IntakeQ triggers automated email or SMS reminders via ActiveCampaign before the patient’s appointment. After the appointment, ActiveCampaign sends follow-up emails with surveys, care instructions, or future appointment links. Reduces no-shows with timely reminders. Improves patient retention with consistent follow-ups. Collects feedback efficiently to improve care quality.

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Patient Segmentation and Nurture Campaigns:

Based on the patient’s intake form responses or interactions, ActiveCampaign can segment contacts (e.g., new patients, chronic care patients, or wellness clients) and enroll them in tailored nurture campaigns. These campaigns can deliver educational content, reminders, or health tips. Enhances engagement with personalized, segmented communication. Keeps patients informed and engaged with ongoing care. Automates health education delivery to improve outcomes.