New Provider Introduction to Patient Panel
A done-for-you healthcare automation built for the Provider Relations Manager, connecting Mailchimp and Google Sheets so the work below happens on its own.
What this automation does, step by step
When a new provider joins the practice and is assigned an existing patient panel, this automation automatically sends every affected patient an introductory email covering the new provider's background, specialty focus, and a direct link to book their next visit.
Patients who had a standing recall or follow-up reminder tied to their previous provider are automatically updated to reference the new provider rather than requiring a manual re-tag by staff.
The provider relations manager gets a report showing open rate and booking rate from the introduction campaign, making it easy to see how the panel transition is landing.
Patients feel informed rather than surprised the next time they call to schedule, and panel transitions that used to trigger a wave of confused phone calls happen almost silently instead.
- EHR or practice management software
- Zapier or Make.com
- Mailchimp (introduction email)
- Google Sheets (panel transition tracking)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a provider relations manager handles each case reactively, after someone has already noticed something went wrong. It's the kind of work that quietly eats hours every week.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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