Rebooking patients at the end of a treatment plan requires checking session counts, confirming outstanding balances, and reaching out before a booking gap opens. Doing this by hand across many active patients means candidates get missed or contacted late, and revenue slips through the cracks.
The automated version flags patients nearing plan completion, verifies billing status, and prepares a personalized renewal offer once staff confirm interest. Patients are rebooked and records updated the same day, with no gap in care or manual tracking.
The full workflow, from trigger to completion.
Flags any patient who has one session remaining in their current package.
The automation checks for outstanding balances and confirms the patient qualifies for rebooking outreach.
If a balance is outstanding, alerts the front desk to resolve it before outreach continues.
Front desk calls the patient directly to confirm they want to continue treatment, kept as a human step.
The automation personalises the next-course email and payment offer based on the patient's treatment history.
Generates and sends a secure payment link for the new course package.
Once payment clears, the automation books the new session block and updates with the renewed status.
Finalises the new appointment series and sends the patient a confirmation.
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