Select a patient
Choose from today's schedule to compose a personalized review request.
Compose message
Scheduled Queue
Messages scheduled for future delivery. Auto-sent at the scheduled time.
| Patient | Channel | Template | Scheduled For | Countdown | Chart Note | |
|---|---|---|---|---|---|---|
| No messages scheduled. | ||||||
Lapsed Patient Re-engagement
Patients not seen in 12+ months. All pulled live from athenaOne.
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Lapsed Patients
12+ months since last visit
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Revenue Opportunity
Est. at avg $1,455/patient/yr
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Re-engaged (30d)
Booked after outreach
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Re-engagement Rate
Industry avg: 8–12%
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No-Show Recovery
Today's cancellations matched against your waitlist. Fill slots and recover lost revenue.
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Open Slots Today
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Revenue at Risk
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Waitlist Patients
78%
Fill Rate (30d)
📅 Open Slots — Today
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⏳ Waitlist
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Performance Analytics
30-day view across all modules.
Reviews Sent (30d)
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SMS Sent
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Email Sent
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Failed
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Daily Outreach — Last 7 Days
By Provider (Today)
Message Status
Appointment Requests
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Settings
📱 Patient Texting Registration
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US carriers require every business that texts patients to be registered under its own name. Enter your practice's details exactly as they appear on your IRS records (EIN letter). We register your practice with the carriers — approval usually takes a few business days, and email outreach works in the meantime.
⚡ athenahealth API
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Practice ID
Environment
API credentials are stored securely in Azure Key Vault — not accessible from this interface.
★ Google Business Profile
Direct Review Link
Practice Name
🎨 Patient Form Branding
This is what patients see on the appointment request form — use your practice name and logo so they recognize the page.
Display Name on Form
Logo URL
Note Shown to Patients (optional)
👨⚕️ Physician Roster
These physicians appear in the patient appointment request form. Add new doctors when they join; remove when they leave.
📋 Patient form URL:
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📥 Patient Data Import
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No API required. athenahealth emails a scheduled report here automatically — or front desk uploads a CSV manually from the Outreach tab. Duplicates are never created.
CSV / Email Import Mode
Show import button on Outreach tab instead of pulling from athenahealth API
Automated Email Address
In athenahealth → Reports → Schedule Report → Delivery: Email → paste this address. Reports arrive automatically and import without any staff action.
⚙ Modules