Healthcare
The Physiotherapy Clinic Automation Playbook
Overview
Physiotherapy clinics face specific operational challenges: high appointment volume, insurance verification complexity, no-show rates, and the need for consistent patient communication. This playbook covers the automation system that reduces no-shows and improves patient experience.
1
Phase 1: New Patient Intake
- Automate new patient intake form delivery upon booking
- Configure health history form collection and storage
- Set up insurance information collection and verification triggers
- Build intake completion reminders
2
Phase 2: Appointment Reminder Sequence
- Configure 48-hour reminder with preparation instructions
- Set up 24-hour confirmation request
- Build 2-hour day-of reminder with location and parking information
- Create no-show follow-up and rebooking sequence
3
Phase 3: Treatment Plan Communication
- Automate home exercise program delivery after sessions
- Configure progress check-in messages between appointments
- Set up treatment plan milestone notifications
- Build re-engagement sequence for patients who have not booked follow-ups
4
Phase 4: Patient Retention and Reviews
- Configure satisfaction survey delivery after treatment completion
- Set up Google review request automation
- Build re-engagement sequence for inactive patients
- Create referral request automation for satisfied patients
Implement This Playbook for Your Business
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