Messages
Comprehensive communication hub with patient journey mapping, templates, review tracking, and nurture sequences.
Tabs
Patient Journey
A visual lifecycle map of every email Dr. P should send, from newborn through childhood.
Structure:
- Timeline organized by patient age milestones
- Each stage shows: age label, title, description, tier change (if any)
- Associated email templates linked to each stage
- Categories color-coded: Onboarding, Wellness, Billing, Birthday/General, Review Request
Journey Stages (13+): Day 1 → Day 3-5 → 2 Weeks → 2 Months → 3 Months (tier change) → 4 Months → 6 Months → 9 Months → 1 Year (tier change + birthday) → 15 Months → 18 Months → 2 Years → 2.5 Years → 4 Years (tier change) → 5+ Years
Send Now
- Shows templates that are currently due to be sent for specific patients
- Based on patient age/stage matching template triggers
- Count badge shows number of pending sends
Templates
- Library of all message templates
- Editable with merge tag support
- Categories: Wellness, Onboarding, Billing, General, Review, Nurture
- Each template has: name, category, body text with merge tags
- Edit and delete capabilities
- "+ New Template" to create custom templates
Merge Tags Available:
{{parent_name}}, {{patient_name}}, {{tier_name}}, {{monthly_fee}}, {{next_wellness}}
Reviews (Google Reviews)
- Track which families have left Google reviews
- Shows reviewed count vs total (e.g., "0 of 17 families")
- Percentage progress bar
- Per-family review status with "Send Review Request" and "Mark as Reviewed" actions
- Configurable Google Review link
- Follow-up tracking (can re-nudge after cool-down period)
Nurture (Prospect Drip Sequence)
- 5-step automated email sequence for prospects
- Steps: Welcome Inquiry (Day 0) → Meet Dr. P (Day 2) → Why DPC Works (Day 5) → What Families Say (Day 10) → Gentle Follow-Up (Day 21)
- Per-prospect progress tracking
- Pause/resume capability per prospect
- "Send" buttons for each step
- Stage-aware: certain steps only apply to certain pipeline stages
Sent (Email Log)
- History of all emails sent through the system
- Shows: date, recipient, template used, status
Email Sending Methods
The system supports multiple send channels:
- EmailJS — Direct API integration for automated sending
- Mailto — Opens default email client with pre-filled content
- Clipboard — Copy email content to clipboard for manual pasting
Email Configuration
| Setting | Description |
|---|---|
| Send Reminders To | Doctor's email address |
| Doctor Name | For email personalization |
| Wellness checks | Include in monthly email |
| Billing changes | Include in monthly email |
| Revenue snapshot | Include in monthly email |
| Prospect follow-ups | Include in monthly email |
| Already-scheduled items | Include in monthly email |