Baseline

Communications

The messaging foundation — channels, sender identities, message templates, consent & suppression, and the unified delivery log every send flows through. Reminders, Campaigns, and Social (under Outreach) all run on this.

TemplateChannelTriggerLast editedState
Appointment confirmationEmailBooking confirmed2026-06-10active
24h appointment reminderSMS24h before appt2026-06-08active
Post-treatment follow-upEmail7d after treatment2026-06-05active
6-month recall reminderEmail + SMSOverdue ≥ 6 months2026-05-28active
New patient welcomeEmailNew patient created2026-05-20active
Invoice & payment receiptEmailPayment processed2026-05-15active
No-show follow-upSMSMissed appointment2026-04-30paused
Birthday greetingEmailPatient birthday (annual)2026-04-01draft