Growth & Retention
Recover Revenue, Retain Patients.
Identify no-shows, cancellations, and lapsed patients automatically. Launch SMS, voice, or email campaigns with AI-written messages. Track ROI down to the dollar.
- Avg visit recovered
- $218Avg visit recovered
- Patient cohorts
- 4Patient cohorts
- Outreach channels
- 3Outreach channels
Features
Outreach That Pays for Itself
Outreach Hub
Revenue recovered, patients contacted, conversion rate, and staff time saved — four KPI cards plus cohort breakdowns for no-shows, cancellations, overdue, and lapsed.
Campaign Wizard
Three-step flow: select audience with recoverable revenue estimates, compose messages with AI assist, review exclusions and cost, then approve and start.
AI Message Drafting
One click generates personalized SMS copy. Merge fields, character counting, multi-segment warnings, and voice TTS duration estimates built in.
Automation Rules
Configurable cooldown periods, max touch limits, and quiet hours. Four editable SMS templates — one per cohort — persisted to FHIR with reset-to-default.
ROI Tracking
Real-time revenue attribution: every rebooked appointment traced back to its outreach Communication. Monthly and annual run rate projections on the dashboard.
Growth CRM Bridge
Appointment status changes fire events to the external Growth CRM for referral advancement and patient reactivation. Opaque FHIR refs only — never clinical content.
How It Works
Three Steps to Revenue Recovery
- 01
Identify
Four cohorts surface automatically: no-shows, cancellations, overdue care, and lapsed patients. Each shows recoverable revenue at $218 per average visit.
- 02
Reach Out
Launch SMS, voice, or email campaigns. AI writes personalized messages. Automation rules enforce cooldowns, max touches, and quiet hours.
- 03
Rebook
Track conversions in real time. Every rebooked appointment traces back to its outreach message. Monthly ROI reports show revenue recovered and staff time saved.
“We recovered $14,000 in the first month just from no-show follow-ups. The AI message drafting saves our front desk 6 hours a week.”
