Lapsed Patient Recall & Reactivation System
A done-for-you veterinary practice automation built for the Veterinary Technician, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Patients who haven't been seen in 12, 18, or 24 months are automatically segmented into a lapsed-patient list pulled nightly from the practice management system, and each tier receives a different outreach: a friendly reminder email at 12 months, a text with a reactivation offer at 18 months, and a note added to the front desk's outbound call list at 24 months so a team member can personally check in.
The veterinary technician assigned to recall outreach sees a single dashboard of exactly which patients are overdue and by how much, rather than relying on staff to notice gaps during a busy day of appointments.
Practices running this system consistently bring back 10 to 15 percent of patients who would otherwise have quietly switched clinics or stopped seeking preventive care altogether.
- Zapier or Make.com
- Provet Cloud or ezyVet
- VetSuccess (lapsed patient analytics)
- Twilio (reactivation SMS)
- Mailchimp or email (recall sequence)
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
Done by hand, this depends entirely on a veterinary technician remembering to check in, update records, and follow up, with no safety net if something slips.
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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