Practice management

Cohort broadcasts and recall campaigns

Send the same message — flu shot reminders, A1c re-checks, well-child visits due — to a defined slice of your panel without spreadsheets.

Updated
Updated
Reading time
5 min read
Tags
broadcastrecallcampaignspopulation-health

A broadcast is a one-way message you send to many patients at once, scoped by a saved cohort (e.g. "Diabetic patients with no A1c in the last 6 months"). It is the difference between an MA hand-listing 80 names on a Tuesday and a one-click campaign that goes out the same morning.

Define a cohort

A1c overdue · diabetic panel
87 patients
has_diagnosis="diabetes"
last_a1c>6 months ago
agebetween35–75
opt_out_sms=false

Audience refreshes daily - patients drop out automatically once they book or complete the action

Filter clauses combine with AND. The patient count updates live as you tune the filter.

Practice → Cohorts → New. Mix-and-match filters: age range, diagnosis, last-visit window, last-screener score, missing-immunization, insurance plan, panel provider. Filters combine with AND. The patient count updates live as you add filters so you know exactly how many people the broadcast will reach before you send. Save the cohort to reuse it for a future broadcast or a recurring outreach campaign.

Compose the broadcast

Pick a channel mix (SMS, email, portal, or all three), write the message in plain language, and use tokens like {{patient.first_name}} so it does not feel mass-produced. Add a single call-to-action: a booking link scoped to the right visit type, a refill request, a survey, or a one-tap acknowledge. The token resolver shows you a preview rendered against a real (anonymized) patient from the cohort so you catch awkward phrasing before send.

Schedule and throttle

Send now, schedule for a future date, or split-send across business days so your phone does not ring off the hook the moment the broadcast lands. Quiet hours (8pm–8am local to each patient) are enforced; texts and emails wait until morning, portal notifications respect each patient's notification preferences. SMS deliveries also throttle to your provider rate limits so you never see a 4xx from the carrier.

Reach and reply tracking

A1c recall · 30-day rollup
Running

212

Reached

34%

Response rate

47

Bookings

Weekly bookings

Last 7 weeks

By channel

SMS
178
Email
91
Phone callback
14
Reach + response - sparkline shows the campaign settling into a steady-state of bookings per week

After sending, the broadcast page shows reach (sent / delivered / bounced), opens, link clicks, and bookings attributed to the campaign. Patient replies route to your shared inbox tagged with the broadcast — so a "yes please book me" SMS does not get lost in the general flow. The weekly reach sparkline is the quickest way to spot a campaign that has saturated its eligible audience and should be paused.

Compliance and opt-outs

Patients can reply STOP to any SMS broadcast; we honor the opt-out across the establishment forever. Email broadcasts include a one-click unsubscribe header. Clinical / appointment-related broadcasts are exempt from TCPA marketing rules but we still respect patient preferences as configured in their portal.