Keep marketing ops' patient lists up to date
Keep marketing ops' patient lists up to date
Marketing ops lose patient contacts from treatment sheets, causing reminders to miss eligible patients. Keep marketing lists accurate so patients get targeted reminders.
Overview
Marketing ops risk patients missing treatment reminders when contact lists fall out of date. This workflow aligns your treatment tracker with your marketing list so nurture sequences and appointment reminders reach the right patients and manual list edits disappear. Teams report cleaner audiences and zero missed follow-ups.
Notable Features
- Add or update patient contacts
- Check for duplicate patient emails
- Trigger nurture when records change