Intelligent Follow-Up Engine
Configurable rules: recall campaigns, post-procedure outcome checks, abandoned-workflow recovery, loyalty re-engagement and staff task creation.
New rule
Active rules
Multi-sitting next-visit
F-1
Trigger
AppointmentCompleted (tag: multi-sit)
Delay
+7 days
Action
Push + SMS: 'Book your next sitting'
pushsms
Fired
218
Converted
142
Rate
65%
Post-extraction outcome check
F-2
Trigger
AppointmentCompleted (proc: extraction)
Delay
+48 hours
Action
WhatsApp: 'How are you feeling?'
whatsapppush
Fired
86
Converted
73
Rate
85%
6-month recall
F-3
Trigger
No visit in 180 days
Delay
Daily sweep
Action
SMS + Email recall campaign
smsemail
Fired
1,820
Converted
412
Rate
23%
Abandoned booking recovery
F-4
Trigger
BookingStarted ≠ BookingCompleted
Delay
+30 minutes
Action
Push: 'Need help completing?'
push
Fired
312
Converted
188
Rate
60%
Cart abandonment (PharmaX)
F-5
Trigger
CartCreated ≠ OrderPlaced
Delay
+45 minutes
Action
Push + WhatsApp reminder
pushwhatsapp
Fired
244
Converted
132
Rate
54%
We-miss-you loyalty
F-6
Trigger
>3 visits + 4-month gap
Delay
Daily
Action
WhatsApp: 15% discount offer
whatsapp
Fired
0
Converted
0
Rate
0%
Birthday greeting
F-7
Trigger
Patient DOB
Delay
On day
Action
Push + WhatsApp greeting + offer
pushwhatsapp
Fired
92
Converted
38
Rate
41%
Incomplete treatment plan
F-8
Trigger
TreatmentPlan.status = pending >14d
Delay
+14 days
Action
Email + Push
emailpush
Fired
156
Converted
88
Rate
56%
Doctor-defined follow-ups
When a doctor closes a treatment in ClinicX and sets a follow-up date, Nexus auto-schedules a reminder to the patient (and a clinic-staff task if "Needs Follow-up Call" is flagged). Auto-cancels if a new appointment is booked.