Patient Reengagement Task
Automatically flags clients who have not been seen in 90 days and have no upcoming appointments, creating a task for the scheduling team to reach out. Helps practices recover lapsed patients before they disengage entirely.
Built by SE Team
The problem it solves
Practices have no reliable way to identify lapsed patients without manually auditing appointment histories. Clients who drop out of care quietly are not surfaced until it is too late to reengage them, leading to preventable gaps in continuity of care.
What's included
- Appointment occurred trigger with 90-day delay window
- Dual condition check -- evaluates both recent appointment history and future appointment presence
- Conditional task creation -- fires only if client is inactive and unscheduled
- High-priority task with provider name, last appointment type, and last appointment date
- Configurable task assignee and delay duration
How it works
Appointment marked occurred
No appointments in 90 days and no future appointment
Create task
Patient Reengagement Task triggers when an appointment is marked as occurred and starts a 90-day monitoring window. At the end of that window, the automation checks whether the client has had any appointments in the past 90 days and whether any future appointments are scheduled -- if either condition is true, the workflow stops. If neither is met, a high-priority task is created for the scheduling team. This workflow is built and managed through Automate by Healthie and is related to the Task Creation if No Follow-Up Appointment Scheduled automation, which handles shorter-term gaps immediately after a session.
