Engage Workflows

            This article will help assist you with triggering your workflows without an integration

Engagement workflows will help you deliver content to your patients via email. The 5 engagement features are as follows: 


As you can see the Workflow is tied to a specific patient group, specific trigger, and schedule. In order for your patients to receive the email content they will first need to be associated with a patient group. 

Intake process

Time of the Appointment

  • When the patient arrives at the clinic for their appointment, check them in by adding the custom tag "Arrive" to trigger the NPS and Reactivation Emails. 

NPS and Social Review

  • When your patient receives the NPS email and scores your clinic greater than 7, the patient is added to the NPS promoters patient group and trigger the Social Review email.