Agent Workspace

Patient Reactivation Campaigns

Re-engage patients who haven't visited in 6+ months.

Audience

Front desk teams, receptionists, and care coordinators

Role Context

Equips treatment coordinators and marketing teams with targeted outbound tools.

Overview

How this feature supports practice operations and patient outcomes

Stop losing out on historical patient value. Vortex sifts through your practice database to identify dormant accounts and executes personalized, automated reactivation campaigns to get them back into the schedule.

Core Capabilities

Database scanning to detect unassigned recalls and pending treatment plans.
Dynamic list building based on elapsed time (e.g., 6, 12, 18 months).
Multi-step drip campaigns utilizing email and customized SMS.
Direct integration into the Self-Service Booking module.

Workflow

Typical lifecycle inside Vortex

  1. Step 1

    Admin selects a reactivation criteria filter in the Vortex Campaign tool.

  2. Step 2

    Vortex builds the audience and launches the outbound sequence.

  3. Step 3

    Patients receive a tailored 'We miss you' message with a scheduling link.

  4. Step 4

    Appointments generated are credited to the campaign in the Analytics dashboard.

Impact

Expected operational and growth outcomes

  • Transforms stagnant historical databases into active production value.
  • Provides a stable fill-in pipeline for slow schedule weeks.
  • Strengthens long-term patient loyalty curves.

Related Features

Explore more inside Patient Journey

Keywords

patient reactivationrecall automationdormant patientscare continuity
Back to Vortex Features