Touchpoints are powerful marketing tools designed to help maintain consistent communication with your patients regarding their care, fostering patient retention. Touchpoints can be fully automated or serve as reminders for manual follow-up actions such as phone calls.
Creating Touchpoints
You can create a touchpoint for your patients from two primary areas:
1. Patient Header
Navigate to the patient's profile.
On the right-hand side, click + New Touchpoint to quickly set up a touchpoint without leaving the profile.
2. Marketing Module
Select the Marketing module to view Upcoming Touchpoints by default.
Click + New Touchpoint in the top-right corner to open the modal workflow.
Setting Up a Touchpoint
Search for Patient:
Click the search field and type the patient’s name or Suno ID.
If initiated from the Patient Header, the patient will already be pre-selected.
Choose Communication Method:
Automated: Schedule messages via Text or Email.
Manual: Assign tasks such as Voice Call or Direct Mail to a staff member.
Assign Staff:
Note: Mandatory for manual touchpoints to ensure follow-up.
Assigned staff will receive notifications in the Marketing module.
Schedule Date and Time:
Required for all communication methods.
Compose Message (Automated Only):
Use the word processor to draft your message.
Leverage templates for consistency and efficiency.
Add Additional Notes:
Useful for manual touchpoints to guide the assigned staff.
Save:
Click Save to finalize the touchpoint setup.
Managing Touchpoints
Viewing Touchpoints
Access all scheduled touchpoints from the main Touchpoints view.
Utilize tabs to filter:
All (includes past touchpoints)
Upcoming
Completed
Cancelled
Failed
Filtering Options
Filter by:
Specific patient
Campaign
Assigned staff
Additional options under More Filters
Date range
Keyword search within messages
Assigned Touchpoints
View touchpoints specifically assigned to you.
Use tabs and filters to manage efficiently.
Notification tickers will indicate pending touchpoints.
Bulk Touchpoints
Review texts and emails created in bulk from the Reports section.
Support
For any questions or additional assistance, feel free to reach out. We’re happy to help!