Automated Effortless Patient Communication

Fire reminders, recalls, reactivations, and review requests automatically based on visit timing, appointment type, location, or patient status. Configure “after X days/weeks,” “after missed,” or “when no future appointment exists” so the right message fires at the right moment—no manual follow‑up. This reduces no‑shows and smooths out your booking curve across chiropractic wellness care, physiotherapy plans, massage series, and other disciplines.

Pick the best channel per step (SMS for immediacy, email for detail), and let Atlas respect patient preferences automatically. “Send once per day” and message grouping prevent spammy bursts when multiple contacts land on the same day. Replies keep the conversation in one place for your team.

Protect patient experience with quiet‑hours windows, “do not send if appointment is within X hours,” and stop rules that end a sequence the moment a patient books. You can also stagger contacts to avoid back‑to‑back nudges.

Personalize at scale without rewriting messages. Tokens insert patient name, provider, location, date/time, and even unique links to forms or reviews; templates keep branding consistent across locations. Edit once; reuse everywhere.

Fire reminders, recalls, reactivations, and review requests automatically based on visit timing, appointment type, location, or patient status. Configure “after X days/weeks,” “after missed,” or “when no future appointment exists” so the right message fires at the right moment—no manual follow‑up. This reduces no‑shows and smooths out your booking curve across chiropractic wellness care, physiotherapy plans, massage series, and other disciplines.

Pick the best channel per step (SMS for immediacy, email for detail), and let Atlas respect patient preferences automatically. “Send once per day” and message grouping prevent spammy bursts when multiple contacts land on the same day. Replies keep the conversation in one place for your team.

Attach the right form automatically—pre‑visit intake, updated consents, post‑visit survey—using form tokens so each patient receives a secure, unique link. Submissions auto‑attach to the patient profile for providers.

Invite happy patients to post public reviews and capture negative feedback privately so you can resolve issues before they go public. Time it after key visit types and track results in one dashboard.

No response after the automated steps? Auto‑create a call task with reason and due date. Your team works a prioritized list, logs outcomes, and closes the loop.

See sends, delivery, responses, and bookings by template, channel, and clinic. Adjust timing and copy to keep improving rebook rates.

Respect subscription status and preferred contact method. Promotions and general messages honor opt‑in/opt‑out flags automatically.

Send one‑time or scheduled announcements (holiday hours, new services, reminders to book) to the right audience only—by location, status, provider, or “no appointment since” logic.

Pick the best channel per step (SMS for immediacy, email for detail), and let Atlas respect patient preferences automatically. “Send once per day” and message grouping prevent spammy bursts when multiple contacts land on the same day. Replies keep the conversation in one place for your team.

Mark a message as a promotion and Atlas uses the promotions subscription flag; otherwise it uses the general mass‑message flag. Opt‑outs are respected automatically.

Build branded SMS/email templates once, then reuse. Save configured blasts as presets you can rerun in seconds.

Pick an exact send time, preview recipients, and see SMS credit impact before you go. If criteria match no one, Atlas warns you so you don’t send an empty blast.

Track deliveries, opens, replies, and click‑through to booking. Compare subject lines and offers to learn what resonates with your patient base.

Chiropractic membership offers, physio post‑op education series, massage package promotions, weather closures, new provider announcements—run them all without touching your base automations.

When automation can’t close the loop (missed/no‑reply, special cases), Atlas adds the patient to a call queue. Staff can also add patients manually with one click.

Give each task a clear reason (missed, canceled, reactivation, billing) and a follow‑up date so your team always knows who to contact next—and why.

Calls are made in full context: see prior SMS/email threads, forms, and appointments so your team sounds informed and personal on every call.

Log result codes (booked, left voicemail, wrong number, do not contact) and notes. Successful bookings clear automatically; unresolved items remain visible until done.

Review completion rates and time‑to‑contact by user/location to coach your team and keep the pipeline clean.

Send review invites after new‑patient exams, progress checks, or wellness milestones. Right‑time outreach gets higher response rates without nagging.

Positive ratings are guided to public sites; negative feedback is captured privately so you can recover the relationship before it goes public.

Track requests, responses, and published reviews across providers and locations. Highlight wins and spot trends.

Showcase reviews on your website and print QR posters for the front desk so patients can scan and review in seconds.

Reply to public reviews directly from your dashboard where integrations allow, keeping your brand voice consistent and timely.

Keep wording and branding consistent while letting each location time requests to its own workflows (e.g., PT plans vs. chiro re‑exams).

Use a library of templates (new patient, exam, consent, surveys) or design your own. Organize with folders; reuse across appointment types.

Patients complete forms at home or in clinic on a tablet, sign digitally, and—if interrupted—resume without losing progress.

Show/hide questions based on answers, capture signatures, images, and embedded video when needed, and keep forms short for patients.

Include the right form link in reminders/recall based on appointment type so providers always have the paperwork before the visit.

Forms sent via secure links automatically attach to the correct patient. Staff can also link unassigned submissions in a couple of clicks.

Run a check‑in kiosk so arrivals trigger status updates and any missing forms. Support family/group check‑ins with per‑member questions.

Print clean PDFs when needed, export data to spreadsheets, and keep an audit trail of changes for compliance.

Atlas supports HIPAA (US), PIPEDA (Canada), and GDPR (EU) requirements around messaging and data handling.

New patients and leads (who opted in) flow into Mailchimp without exports or list wrangling.

Atlas prevents duplicates and removes ineligible contacts so your sender reputation stays high.

Opt‑outs in Mailchimp or the booking portal sync back to Atlas—no accidental sends.

Target by location, visit history, or service line to send more relevant campaigns.

Build beautiful newsletters in Mailchimp while Atlas keeps consent and contact details in sync.

When patient status changes, lists stay current—no more “please remove me” replies.

Blasts + Mailchimp = complete communication — Atlas handles operational SMS/email at scale; Mailchimp handles rich promotions. Subscription status stays synced so every send is compliant.