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Workflow
Healthcare & Allied Health

Client Reactivation for Healthcare & Allied Health

Re-engages former patients who have churned or gone inactive, guiding them back to an active patient relationship.

Trigger: Former patient is identified as a reactivation candidate based on recency and potential
Total: 10-30 business days
5 stages
Compliance Note

Includes safeguards for Australian Privacy Principles (APPs), Medicare compliance, and health record management under the My Health Records Act. All patient data handling follows AHPRA guidelines.

Workflow Stages

1

Candidate Identification

Analyze the dormant patient database to identify high-potential reactivation candidates.

Inputs

  • Dormant patient database
  • Historical revenue data
  • Churn reason records

Outputs

  • Prioritized reactivation list
  • Candidate profiles with history
  • Segment-specific messaging recommendations
Marketing Coordinator
2-3 days
2

Outreach Campaign

Launch personalized outreach to reactivation candidates through appropriate channels.

Inputs

  • Reactivation list
  • Outreach templates
  • Special reactivation offers

Outputs

  • Outreach communications sent
  • Response tracking initiated
  • Interested prospects identified
Account Executive
5-10 days

Decision Points

  • Which channel is most effective for each candidate?
3

Re-Discovery Consultation

Meet with interested former patients to understand their current needs and what has changed since they left.

Inputs

  • Former patient history
  • Current treatment or service updates
  • Re-discovery consultation guide

Outputs

  • Updated needs assessment
  • Fit evaluation
  • Reactivation proposal outline
Account Executive
1-5 days

Decision Points

  • Is the former patient a good fit for current offerings?
4

Reactivation Proposal

Prepare and present a tailored proposal addressing the former patient current needs with any reactivation incentives.

Inputs

  • Updated needs assessment
  • Reactivation incentive guidelines
  • Proposal template

Outputs

  • Reactivation proposal
  • Incentive package details
  • Presentation delivered to patient
Account Executive
3-5 days
5

Contract and Re-Onboarding

Execute the reactivation contract and begin re-onboarding the patient.

Inputs

  • Accepted proposal
  • Contract template
  • Onboarding checklist

Outputs

  • Signed reactivation contract
  • Re-onboarding initiated
  • Patient account reactivated in all systems
Customer Success Manager
3-7 days

Frequently Asked Questions

How long after churning is a patient eligible for reactivation?

Patients become eligible for reactivation outreach 90 days after their service end date, allowing enough time for circumstances to change.

What if the patient left due to a service issue?

The outreach acknowledges the previous issue, explains what has been improved, and may include additional safeguards or service guarantees to rebuild trust.

Are reactivation offers different from standard pricing?

Reactivation offers may include limited-time discounts, waived setup fees, or other incentives approved by management to encourage return.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.