New Patient Welcome & Orientation Sequence

What this automation does, step by step

1. Booking a first appointment automatically enrolls the new patient in a multi-touch welcome series managed by the patient engagement specialist: an initial email covering clinic policies and what to expect at the first visit, a second message a few days later walking through patient portal setup, and a third message answering the most common new-patient questions about parking, paperwork, and insurance.

2. Patients who haven't activated their portal account by the time of their visit get an extra nudge with a direct setup link.

3. The sequence pauses automatically once the first visit is completed, replaced by the practice's standard post-visit communications.

4. New patients arrive already familiar with how the office runs, cutting first-visit confusion and the repetitive questions front desk staff used to field every single day.