Automations
Every workflow running quietly in the background.
No-Show Recovery
Detects no-shows within 30 minutes of appointment time and triggers an SMS + call sequence to rebook.
Review Request After Visit
Sends a Google review link 2 hours after every completed appointment.
Dormant Patient Reactivation
Identifies patients with no visit in 6+ months and sends a personalized re-engagement message.
Missed Call Follow-Up
When Sophia takes a voicemail, an SMS goes out within 60 seconds offering to book online.
Appointment Confirmation SMS
Sends a 24-hour-before reminder with one-tap confirm/reschedule options.
New Patient Welcome
Delivers intake forms, parking info, and provider bios the day before a first visit.
Insurance Verification Prep
Pulls insurance info from Sophia's call notes and queues it for the front desk to verify.
Birthday Outreach
Sends a warm birthday message and gentle prompt to schedule overdue care.
Post-Treatment Check-In
Follows up 48 hours after a procedure to surface any complications. Currently failing — Twilio token expired.