Patient Portal Registration Nudge Sequence
A done-for-you healthcare automation built for the Patient Portal Administrator, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Patients who complete a visit without activating their online portal account are automatically enrolled in a short nudge sequence managed by the patient portal administrator: a first email with a direct setup link sent a few days after the visit, a follow-up text a week later if the account is still inactive, and a final reminder attached to their next appointment confirmation.
Once a patient activates their account, they're automatically removed from the sequence so no one keeps getting nudged after signing up.
The portal administrator gets a weekly report showing overall activation rate by provider, making it easy to see where extra front-desk encouragement is still needed.
Portal adoption typically climbs substantially within a few months without staff manually calling a single patient.
- Patient portal (e.g., FollowMyHealth or Healow)
- Zapier or Make.com
- Mailchimp (nudge emails)
- Twilio (nudge texts)
- Google Sheets (activation reporting)
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 patient portal administrator 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
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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