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Set up a post-treatment follow-up workflow

Check in after a treatment, send aftercare and prompt the next visit, automatically.

Table of Contents
  • Create a workflow, using a completed appointment for a chosen service as the trigger.

  • Add a next-day check-in.

  • Add a later message suggesting the next appointment.

  • Test, then click Publish.

Keep clinical advice in your aftercare content, and send a note to the team if a patient replies with a concern.

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Next, read Promotions: a detailed walkthrough.