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Veterinary Clinics · Workflow

Vaccination and wellness reminders

Automatically identifies pets due for vaccinations or wellness exams and sends personalized reminders to pet owners through multiple channels. Increases appointment bookings and ensures pets receive timely preventive care.

Workflow Trigger

Daily scheduled scan runs to check for pets approaching vaccination or wellness exam due dates

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Scan Patient Database Daily

    Automated daily scan queries the practice management system to identify pets with upcoming or overdue vaccinations and wellness exams. Retrieves patient records, vaccination history, and last visit dates.

  2. 2
    Decision

    Categorize Reminder Urgency Level

    Evaluates each pet's status and categorizes into upcoming (30 days), due soon (7 days), or overdue reminders. Determines appropriate messaging and communication priority.

  3. 3
    Action

    Generate Personalized Reminder Messages

    Creates customized reminder messages including pet name, specific vaccines needed, and clinic availability. Personalizes content based on pet type, age, and vaccination schedule.

  4. 4
    Action

    Send Multi-Channel Communications

    Delivers reminders through client's preferred communication method including SMS, email, push notifications, or automated phone calls. Sends different message variants based on urgency level.

  5. 5
    Decision

    Check Client Response Status

    Monitors for client responses such as appointment bookings, acknowledgments, or requests for more information. Tracks engagement metrics and response rates.

  6. 6
    Action

    Schedule Follow-up Actions

    For non-responsive clients, schedules follow-up reminders at appropriate intervals. For clients who book appointments, updates patient records and confirms scheduling.

  7. 7
    Output

    Update Records and Reports

    Records all communication attempts, client responses, and booked appointments in the practice management system. Generates daily reminder campaign reports for clinic staff review.

Outputs

  • Personalized vaccination and wellness reminders sent to pet owners
  • Automatically scheduled follow-up appointments
  • Daily reminder campaign performance reports

Key Metrics

  • Appointment booking conversion rate
  • Client response rate to reminders
  • Percentage of pets receiving timely vaccinations
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