Healthcare plan reminders are designed to help generate client uptake for healthcare plans. Aimed at those clients who are booked in for an appointment, to be prompted about the great benefits they could receive from the clinic’s healthcare plan. Giving clients easy access to important information and how to sign up.
Healthcare plan reminders can be turned on for your clinic. Please contact support@digitalpractice.vet, who can action this for you.
Healthcare plan reminders:
Can be sent to clients before and/or after an appointment. The clinic can specify how many days before or after an appointment they wish these to be sent.
Are sent to clients only when a patient does not have any active Healthcare plan in the PMS
Are sent for appointment types and/or clipboards/diaries specified by the clinic on setup.
Group and merge multiple pets with an appointment due on the same day who are due the same message into 1 reminder message to the client, where applicable.
Are sent as per the Max frequency set for Healthcare plan reminders. These are set as a default of once in a month, but this can be changed to a longer period of time if required (1, 3, 6, 9, or 12 months). This means that a client will only receive a healthcare plan reminder a maximum of once in the selected time period (default one month) for each healthcare plan reminder setup.
Health care plan reminder default message
Before Visit:
Hi {{Client}}, you may have heard about our preventative health plan that we’re really proud of, as it’s helping hundreds of pet owners to spread the cost of essential preventative care throughout the year.
If you'd like to find out more about the benefits from being on our plan, just follow the link below.
Thank you Clinic name
After Visit:
Hi {{Client}}, thanks for coming in recently.
Here's a link to join our health plan which ensures you're provided with the best care all year round.
Thank you Clinic name
Customisation
To setup healthcare plan reminders, the following information is required to customise this reminder for your clinic:
The number of days before and/or after appointment the reminder is to be sent.
The appointment types and/or clipboards/diaries that should trigger a reminder message.
This reminder can have ‘Healthcare plan signup’ button link, the URL for the clinic's webpage containing this information is required.
Optionally:
The max frequency a HCP reminders should be sent to client, if different to once in a month.
Reminder message text can be customised if required.
Note: A clinic can have multiple different reminder message templates created and therefore can have any number of messages triggered at different frequencies or for different clipboard/appointment types.
Healthcare plan reminders also have standard native reminders functionality. For information, see: What are the standard functionalities across digital practice native reminders?