PATIENT ENGAGEMENT

The right next step.
For every patient.

Turn appointment events into useful follow-up. Bring patients back, fill cancellations, and keep conversations moving—with your team in control.

AI SEGMENTS & CAMPAIGN APPROVALINTERACTIVE CONCEPT · FICTIONAL DATA

Explore the intended experience. All records are fictional; no messages are sent, appointments booked, or external systems connected.

START WITH A PLAYBOOK

From appointment event
to thoughtful follow-up.

01

Reminders & confirmations

Give patients an easy way to confirm or request a change before their visit.

02

Recall & reactivation

Find people due for follow-up and prepare an appropriate invitation to reconnect.

03

Backfill & waitlist

Use cancellations to identify available slots and eligible patients to contact.

04

Post-visit follow-up

Prepare the next administrative step after a visit, with sensitive content kept in secure channels.

05

Reviews & reputation

Invite feedback consistently. Give staff a clear way to respond without exposing patient information.

06

AI recommends. You approve.

Review the audience, permissions, and content before starting a new campaign.

EMAIL BUILDER & PRE-SEND REVIEWINTERACTIVE CONCEPT · FICTIONAL DATA

Explore the intended experience. All records are fictional; no messages are sent, appointments booked, or external systems connected.

IN THE DESIGN-PARTNER BUILD

A useful first release.

EHR events, reviewable segments, reminders, recall, backfill, review requests, and an email builder. Benefits-based campaigns and deeper personalization follow verified data and permissions.

DESIGN-PARTNER BUILD We’re building the first release with practices. Demos show the intended experience; scope, integrations, and safeguards are confirmed before live onboarding.

THE SOFTWARE COMES WITH THE RELATIONSHIP

Free with your
practice insurance.

No software subscription while your qualifying broker-of-record relationship with the designated licensed agency is active. Start with one module; add more as they’re released and your practice is ready.

How the offer works ↗State, carrier, and program eligibility and a written agreement apply. Insurance premiums, ad spend, third-party charges, and separately agreed services are extra.
3–5 DESIGN PARTNERS

Help shape what comes next.

Bring your workflows, your EHR, and the things your team wishes worked better. Get direct founder access and help build the modules your practice needs.

Become a design partner
LET’S BUILD THIS TOGETHER

A healthier practice.
Built with you.

Tell us where your team needs help. We’ll follow up to learn about your workflows and explore the design partnership.

A little more context (optional)
Tools you use today

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