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A campaign is a deliberate outbound send to a patient segment: recall reminders, unscheduled treatment, an opening you need to fill, a practice announcement. Front Desk → Campaigns. Available when the CAMPAIGNS feature is enabled.

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Building one

1

Pick a segment

Who gets it. Segments are built from patient attributes and appointment history: patients overdue for a recall, patients with unscheduled treatment, patients at one location.
2

Choose the channel

SMS for anything short and actionable. Call when the ask needs a conversation. The agent places the call, has it, and books if the patient wants to.
3

Write the message

Say who you are, why you are calling or texting, and what you want them to do. One ask per campaign.
4

Review the list before sending

Look at the actual recipients, not just the count. This is where the wrong segment gets caught.
5

Send, then watch the results

The campaign view shows sends, replies, and bookings that came out of it.

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Frequency limits

VoxHealth limits how often the same patient can be contacted across campaigns, so a patient who is in three segments does not get three calls in a week. Check your practice’s limits before scheduling overlapping campaigns.
Campaign messages are marketing messages under US texting rules unless they are strictly about an existing appointment. Send them only to patients who have consented, keep STOP working, and stay inside daytime hours in the patient’s timezone.

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What works

  • Small and specific beats large and general. Fifty patients overdue for a specific recall outperforms two thousand generic ones.
  • Send when someone can answer. A campaign that generates fifty replies at 6pm on a Friday generates fifty unanswered replies.
  • One ask. A message that asks patients to book and update insurance and fill in a form gets none of the three.
  • Messages: where replies land
  • Waitlist: a better tool than a campaign for filling one specific opening