The Patient Reactivation TouchPoint™ is part of the Engagement module. If you are interested in learning more, CLICK HERE to request a demo!
Looking for an easier way to contact patients at your practice that haven't made an appointment in a while? Enable the Patient Reactivation TouchPoint™ to start sending out messages automatically to patients who haven't had an appointment for more than the number of months you set.
Reactivation Recipient Criteria
A patient will receive a reactivation message when all of the following criteria are met:
The Patient Reactivation TouchPoint™ is turned on (it’s off by default).
The patient has not visited the office for the set amount of time (based on their last completed appointment).
The patient does not have a future appointment scheduled.
The patient’s status in your practice management system is Active.
📌 Important note: Depending on the rollout method you choose during TouchPoint activation, patient reactivation messages will be sent out based on one of the following options:
Sent to all eligible patients immediately upon enabling the TouchPoint
Or, only sent to patients who meet the criteria going forward once the TouchPoint is enabled (currently eligible patients will be ignored)
Once the Patient Reactivation TouchPoint™ is activated, patients at your practice who meet the criteria you've selected will be contacted within 10 minutes of activation. This includes patients who have not been deactivated.
If your practice does not regularly deactivate what you may consider "inactive" patients, be aware that these patients will be contacted if they meet the Patient Reactivation TouchPoint™ criteria.
Review Patient Reactivation Message Verbiage
Before you enable the automated Patient Reactivation TouchPoint™, review the message verbiage.
Click on the Settings gear in the upper right corner
Click on the Verbiage tab
Scroll through the list of messages and click on the Patient Reactivation section to display all available messages in text and email format
To edit a particular message version verbiage, click on the pencil icon
Add the desired content and placeholders, then click Save
Set Up the Patient Reactivation TouchPoint
In the left side menu of Dental Intelligence, click on Follow Ups. Then click on TouchPoints
Click on the green Other tile, then click on the Add TouchPoint button and choose Patient Reactivation
Next, add the following criteria/rules:
Timing: Choose the number of months since the patient's last appointment that should be contacted
Choose the preferred delivery channel (text or email)
Once you've set your automation preferences, scroll down to preview the message content
When finished, click Add
Now that the TouchPoint is configured based on your preferences, click on the toggle to activate your automated patient reactivation messages. A confirmation pop-up window will appear. Choose from the following options:
Send to all eligible patients immediately upon enabling the TouchPoint
Or, send only to patients who meet the criteria going forward once the TouchPoint is enabled (current patients who meet the TouchPoint criteria will be ignored)
Once you've selected your rollout method, click Confirm to activate the TouchPoint.
Once activated, the TouchPoint toggle will turn green and the status will show as Active. Automated patient reactivation messages will now be sent to your patients
That’s it! Your Patient Reactivation messages are now automated and will begin being sent right away. Patients will receive thoughtful reminders without all of the manual legwork.
Disable or Delete Patient Reactivation Automation
To disable the Patient Reactivation TouchPoint, click on the green toggle to turn it off. The status will show as inactive and the toggle will be greyed out. Once deactivated, Patient Reactivation messages will no longer be sent to patients.
To completely delete your Patient Reactivation message automation, click on the 3-dot menu next to Patient Reactivation and choose Delete.
Please note: Once your automation has been deleted, you will need to re-add the TouchPoint and all of your preferences if you would like to begin sending automated messages to patients once again.