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Set up patient follow-up

Appointment reminders, check-ins after a procedure, next-session recalls and reviews, sent by your assistant.

What it can send

  • Reminders 24 h and 2 h before the appointment: the patient replies 1 to confirm or 2 to reschedule.
  • The intake questionnaire and consents right after booking.
  • A check-in after the procedure: if the patient replies that they feel discomfort or want to talk to someone, the professional in charge is alerted right away.
  • The next session or touch-up reminder, a message to rebook a missed appointment and a satisfaction survey that invites a Google review.

Turn it on

  1. With ISSA Salud on, an owner or admin opens Patient follow-up in the Health settings.
  2. In Automations, switch on the ones you want.
  3. In When, set the check-in days (for example 1, 3, 7) and how many days ahead the next-session reminder and the survey go out.
  4. Add the clinic address and your Google review link, then save the changes.

Limits that protect the patient

Messages only go out between 09:00 and 20:00, and the patient can reply STOP at any time. By default they do not name the procedure, and they never include diagnoses, results or medical advice.

Set up patient follow-up · ISSA