Population Health Screening Outreach Campaign
A done-for-you healthcare automation built for the Population Health Manager, connecting Twilio, Airtable, and Mailchimp so the work below happens on its own.
What this automation does, step by step
This automation automatically identifies patient segments who are overdue for a specific test or screening, such as diabetic patients overdue for an A1C check or patients overdue for a colorectal cancer screening, by querying the EHR against clinical guideline intervals.
Each identified segment is automatically enrolled in a targeted outreach campaign with messaging specific to that screening, a direct link to schedule, and a follow-up text for anyone who hasn't booked within two weeks.
The population health manager gets a live dashboard showing outreach volume, booking rate, and remaining overdue count by segment, making gaps in care visible at a glance instead of buried in chart-by-chart review.
Practices running these campaigns typically close a meaningful share of overdue screening gaps each quarter, improving both patient outcomes and quality measure performance.
- EHR with API access (e.g., athenahealth or eClinicalWorks)
- Zapier or Make.com
- Mailchimp (segment outreach email)
- Twilio (follow-up texts)
- Google Sheets or Airtable (population health dashboard)
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
Handled by hand, a population health manager spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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