Automations
Always-on journeys that drive bookings
Booking lifecycle, missed-call recovery, follow-ups, reactivation, and campaigns triggered automatically with EMR writeback.
How every automation works
Trigger fires
Condition checked
Action executed
Result tracked
Trigger fires
Condition checked
Action executed
Result tracked
Five automation categories, always on
Booking Lifecycle
Instant WhatsApp confirmation when a booking is created
24h and 12h reminders with one-tap reschedule link
Auto-notify patient on any schedule change
Missed-Call Recovery
Missed call opens a thread, sends a template, captures preferred time
Auto callback task with SLA timer on every missed call
Post-Visit
Outcome check, care instructions, and review request after visit
Procedure-specific follow-ups and medication reminders
After-Care & Reactivation
2-month post-checkup message with symptom check and slot offer
6-month recall for hygiene or follow-up package
No-show next-day resend with quick rebook link
Campaigns & Personalization
Birthday greeting with health tip and optional offer
Segment by service, doctor, branch, and language
Reactivate inactive patients with tailored packages
What you can automate on day one
Cohort Broadcasts
Segment by service, branch, and language; send approved templates; track conversions.
Website Widgets
Chat and booking widgets for self-service with AI lead qualification.
Integrated Ops
Calls, chat, bookings, and history in one timeline for faster resolution.
Coordinator Bookings
Live EMR schedules with two-way writeback and zero double entry.
Attribution & Reporting
UTMs and call numbers stitched to bookings and revenue for full campaign ROI.
Ready to automate your patient operations?
See how Zavis automations can run your workflows 24/7.
