DocSuite’s Campaign Builder lets you target the right patients, personalise every message with AI, and deliver it across SMS, Email, and WhatsApp — automatically. Set it up once; your schedule fills itself.
Annual Recall — Diabetic Patients
Sent
1,204
Opened
819
Clicked
312
Flu Shot Season Drive
Sent
856
Opened
–
Clicked
–
Post-Visit Follow-Up · Oct Batch
Sent
412
Opened
381
Clicked
204
Life gets busy. Patients forget to rebook. They drift. Without a proactive outreach system, most clinics silently lose 40–60% of their patient base every year — and never know it.
65%
of patients lapse after just one visit
without a structured recall and re-engagement system
82% of lapsed patients say they intended to rebook but simply forgot or got distracted. A single timely message would have brought them back.
Each lapsed patient represents $180–$400 in lost annual revenue. For a 2,000-patient practice, that’s up to $800,000 walking out the door every year.
Patients who miss routine check-ups are 3× more likely to present with advanced-stage conditions. Recall campaigns are a clinical obligation, not just a revenue strategy.
Pre-built workflows cover every major outreach scenario. Pick a type, customise the message, choose your segment — and you’re live in minutes.
Bring back overdue patients
Automatically identify patients who are overdue for a check-up based on visit history, then send personalised recall messages that prompt them to rebook before their condition progresses.
Flu shots, screenings & vaccines
Drive clinic footfall during key health seasons. Schedule flu shot reminders, cancer screening alerts, and wellness check campaigns to go out at precisely the right time of year.
Close the care loop automatically
24 hours after every visit, patients automatically receive care instructions, a feedback request, and a nudge to book their next appointment — all without any manual effort from your team.
Turn birthdays into bookings
A personalised birthday greeting paired with a wellness tip and a gentle nudge to book a health review. Patients love the personal touch — and your calendar benefits from the extra bookings.
Diabetic, hypertension & more
Keep your highest-risk patients on track with regular medication reminders, lab test prompts, and care plan check-ins. Reduce complications and improve chronic care outcomes at scale.
Launch new offerings instantly
Opening a new dermatology wing? Adding telehealth? Announcing a new specialist? Send a targeted announcement to the right patient segments and fill your new service slots from day one.
The wizard guides you from audience selection to scheduling in under five minutes — no technical knowledge required.
Target Audience
Compose Message
Schedule
Review & Launch
Step 1
Target Audience
Select filters to define your segment:
342 patients match your criteria across 2 locations
Step 2
Compose Message
Step 3
Schedule Delivery
Scheduled: Wed, March 18 · 9:00 AM
Step 4
Review & Launch
Estimated reach
Every channel included in every plan. Send on one, two, or all three — DocSuite handles the delivery, tracking, and opt-out management for each.
Highest engagement channel
Two-way conversations, read receipts, and rich media. Patients engage here more than any other channel — meet them where they already live.
Hi Sarah 👋 Your annual check-up is overdue. Your last visit was 6 months ago. Book a 20-min slot with Dr. Patel 👉 book.docsuite.app/sarah
Instant, no internet required
Delivered in seconds to any phone, anywhere. The most reliable channel for time-sensitive reminders and urgent health alerts — works even without a smartphone.
Hi James — your flu shot appointment at City Medical is tomorrow at 10:30 AM. Reply C to confirm, R to reschedule.
Delivered · 8:01 AM
Rich content & branded newsletters
Branded newsletters, detailed care instructions, and document delivery. The ideal channel for long-form content, test results, and monthly health tips.
From: City Medical Clinic
Hi Emma, this month we’re covering the top 5 signs of vitamin D deficiency, your upcoming HbA1c reminder, and our new Saturday morning slots — open for booking now.
Read Full Newsletter →Every campaign gives you a complete performance breakdown — from first delivery to booked appointments and attributed revenue, all in real time.
68%
+12% vs last campaign
34%
+8% vs last campaign
142
from 342 recipients
$28,400
$200 avg per booking
Delivery Funnel
Generic bulk messages get ignored. AI-personalised messages get opened, clicked, and acted on. See the difference a name, a date, and the right tone makes.
City Medical Clinic
To: All patients
Dear Patient,
This is a reminder to book your appointment. Regular check-ups are important for your health. Please contact our clinic to schedule a visit.
Thank you,
City Medical Clinic
City Medical Clinic
To: Sarah Johnson · personalised
Hi Sarah 👋
It’s been 7 months since your last visit on August 14th. As a diabetic patient, your quarterly HbA1c check is now overdue.
Dr. Patel has a slot open this Wednesday at 10:30 AM — perfect for a 20-min check-in. Want it?
→ Confirm Wednesday Slot
AI analyses each patient’s visit history, condition, last appointment, and communication preferences before writing a single word.
Every patient receives a message written for them — their name, their context, their next logical step — at scale, without manual effort.
Preview any message before it goes out, approve the batch, and let DocSuite deliver across SMS, Email, and WhatsApp simultaneously.
Healthcare messaging is one of the most regulated spaces in marketing. DocSuite handles every compliance requirement automatically, so your team never needs to worry about legal exposure from a campaign.
TCPA consent tracking
DocSuite captures, stores, and timestamps patient consent at the point of collection. Every campaign is sent only to verified opt-in contacts.
CAN-SPAM compliant email footers
Every email includes a legally required unsubscribe link, physical address, and sender identification — automatically inserted, always up to date.
HIPAA-safe message templates
Our template library is pre-reviewed to exclude protected health information (PHI) from message bodies. AI-personalisation never includes clinical data in unencrypted channels.
Opt-out management
When a patient replies STOP, UNSUBSCRIBE, or taps the email unsubscribe link, they are instantly removed from all future campaigns — no manual action required.
Real results from DocSuite practices
3.2×
Patient recall rate
vs. practices with no outreach system
68%
Average open rate
across all campaign types and channels
$340
Avg revenue per campaign
per 100 patients messaged
“The Campaign Builder has completely changed how we fill schedule gaps across all three of our locations. We ran a diabetes recall campaign to 680 patients on a Tuesday morning — by Thursday we had 94 bookings and $18,800 in new appointments. Nothing else in our practice generates that kind of return in 48 hours.”
Dr. Marcus Johnson
Multi-location Practice Owner · Atlanta, GA
Build your first campaign in 5 minutes.
Pick a template, choose your audience, set your schedule — DocSuite handles the rest. No technical setup, no credit card required to start.