You can use your integrated Active Campaign account to automatically send specific follow up emails after a patient has a certain type of appointment with you. This can be a simple follow up email that you schedule out, or can be more complex/ targeted. Some basic examples of what you can do:
- Automatically follow up 1 week after the New Patient Appointment with a "Welcome to the Practice" email
- Automatically follow up 6 months after a specific appointment to say that its time to re-do labs
- Automatically follow up 2 weeks after a Free 15 Min Consult visit IF they haven't already scheduled an appt, prompting them to take the next steps to sign up
Note: the functionality described here depends on your having an active account with Active Campaign, a third party system that integrates with your Cerbo EHR. Please see here for more information about our integration with Active Campaign.