Recommended platform setup for streamlining patient communication

Use Medallia Concierge to automatically send appointment reminders to reduce no-shows, follow up on required items prior to appointments and follow up with patients after their procedure to help reduce the time your administrative employees spend on the phone.

KEY INTERACTIONS to think about:

• Confirming patient/client appointments

• Ensuring patients/clients are prepared prior to appointment and arrive with said requirements

• Receive support and affirmation from staff by having access to get any questions or concerns answered

• Followup post procedure/appointments, set checkup appointments

TEMPLATES to create to help standardize replies to FAQs:

• Appointment cancellation policy

• Insurance information

• Appointment followup

• No-Show policy

• Rescheduling policies

SEGMENTS to create to help you with grouping your contacts by key attributes:

• Pre Appointment

• Post Appointment

ZINGS to create to automate your communication and processes:

• Appointment Reminder (pre/post)

• Escalation Zing

Want to see a step by step walkthrough of this and other Personal Services use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.