This document discusses how medical professionals can use automation to simplify patient signup, maintain engagement, and gain feedback. Automated tools allow professionals to quickly obtain patient medical histories, target relevant health messages, fill appointment slots, follow up after visits, and manage social media to share important information. Using these automated strategies keeps patients informed and loyal while freeing up medical staff to focus on patient needs.

1. Medical Professionals

2. Find Potential Patients
• Anonymous web tracking helps
you provide relevant targeted
information to your patients from
the first point of contact.
• Patients feel cared for which in
turn increases their loyalty to you.

3. Patient Signup Simplified
• Receive detailed patient signup
information quickly and easily
through online signup forms.
• You gain a new patient in minutes,
and their detailed medical history
is stored automatically in a CRM.

4. Provide Patients With Necessary
Information
• Automatically target your
messages so patients only receive
information relevant to their
personal health needs.
• Patients stay in the loop and more
likely to read your messages.

5. Create Patient Connections
• Automatically send patients
messages via their preferred
communication method.
• Patients receive messages in the
way that is most convenient for
them, and you are confident your
messages are being read.

6. Appointment Slots Filled Easily
• Quickly fill available appointment
slots by sending automatic emails,
calls, or text messages to waiting
patients.
• This allows patients who may need
immediate check-ups to quickly fill
any openings.

7. Follow Up Automatically
• Follow up after patients’
appointments with automated
messages.
• Create delayed messages to send
to patients after their
appointments to check up on their
condition.

8. Maintain Patient Engagement
with Social Media
• Automate your social media
management and give yourself
more time to focus on your
patients’ needs.
• Share important information about
vaccines, general health, and more,
all through automation.

9. Gain Feedback with Surveys
• With automated surveys, you can
obtain the information you need to
know from your patients.
• Patients know that their feedback
is being heard and you can use this
information to improve their next
appointment.

10. Medical Professionals