Create a 'New Patient Greeting' Campaign

Using the New Patient Greeting Campaign, practices can send a warm welcome to patients who are new to their office.

Watch this video for a step-by-step explanation.

Perform the steps below.

• Navigate to the System Menu > select Patient Engagement.

• Click Campaign > + Create Campaign.

Campaign Type & Details

• Select the New Patient Greeting Campaign Type.
• Enter the following Campaign Details:
  • Campaign Name: Assign a name for the campaign.
  • Description: Type the content that describes the campaign.
  • Branding: Choose if the campaign targets global or location-specific targets.
  • Location: Select the required locations or select All as needed.
• Click Next to proceed.

Template Creation

• Select the desired medium (Email, Text, or Voice) to start creating the campaign template.
• Click Next to proceed.

Email

• Select Email Template.
  • To compose the email from the beginning, click Use Blank Template.
  • For existing templates, hover the mouse over them and click Use This.
  • You can also add new templates by clicking Upload HTML Template. Click here to learn more.
  • Click Next.

• Enter the email Subject.
  • Set Schedule to Send timeline as needed.
• Enter the Content for the mail.
• Click Next.

Text

• Set Schedule to Send timeline as needed.
• Enter the content for the text message. You can use the Saved Templates by clicking on them on the left. The content will be displayed as a preview on the right-hand side.
• Click Next.

Summary

• Review the content in the Summary section and verify the Campaign details.
• You can edit any steps at any time by clicking the pencil icon on the left.
• Click Save & Enable.

• A toast notification will appear on the top right stating 'Campaign saved successfully'.

Practices can use this simple guide to create a new patient greeting campaign in CareStack.