Client communication and follow-ups

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Appointment completion detected

   The workflow activates when a veterinary appointment status changes to 'completed' in the practice management system. Patient and visit details are captured for processing.

   AVImarkeVetPractice
2. 2

   Action

   Extract visit and patient data

   Retrieves comprehensive visit information including diagnosis, treatments performed, medications prescribed, and client contact preferences from the patient record.

   AVImarkeVetPractice
3. 3

   Decision

   Determine follow-up communication type

   Analyzes the visit type and treatments to decide whether to send medication reminders, post-surgical care instructions, wellness check scheduling, or general care follow-up messages.

   Shepherd
4. 4

   Action

   Generate personalized follow-up message

   Creates customized communication content based on the pet's specific treatment, including care instructions, medication schedules, and next appointment recommendations.

   PetDeskVetspire
5. 5

   Action

   Schedule and send communications

   Delivers immediate post-visit thank you message and schedules future reminders for medication administration, follow-up appointments, or care milestones based on treatment protocols.

   PetDeskVetspire
6. 6

   Action

   Track client engagement responses

   Monitors client replies, appointment bookings, and medication compliance confirmations to measure communication effectiveness and identify clients needing additional outreach.

   PetDeskCornerstone
7. 7

   Output

   Update client communication log

   Records all sent messages, client responses, and engagement metrics in the patient record for future reference and care continuity.

   AVImarkeVetPracticeCornerstone

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