Design a Journey Once. It Runs for Every Patient.
Build multi-step drip campaigns over email and SMS, attach them to wellness pipeline stages, and let enrollment tracking and campaign analytics show you exactly what happened — opens, clicks, and responses, per step and per patient.
A stylized look at the builder: stage trigger, steps, clinician approval gate, and per-campaign analytics.
Wellness Journeys Are Cyclical — Your Campaigns Should Be Too
Sales funnels move in one direction and end. Care doesn't. A patient visits, gets labs, starts a protocol, follows up — and then the cycle begins again. ClinicSpark campaigns are built around that loop, with re-entry and repeat enrollment as first-class concepts.
Re-Entry Is the Feature, Not the Edge Case
Visit → labs → protocol → follow-up → next visit. When a patient comes back around to a stage they've been in before, ClinicSpark journeys can re-enroll them and pick the loop up again — no manual re-adding, no stale one-shot sequences.
A traditional sales campaign fires once, runs to the end, and is done. If the contact comes back, someone has to notice and restart it by hand.
A ClinicSpark journey supports loops and re-entry: each time a patient returns to Labs Review after a new draw, the follow-up sequence starts again, automatically.
Driven by Your Wellness Pipeline
Campaigns enroll patients automatically when they move between the stages of your wellness pipeline. Set the trigger once; every stage change after that does the work for you.
Intake
A new patient enters the practice. Trigger onboarding sequences: intake forms, what to expect, and how to prepare for the first visit.
Labs Review
Results are in. Trigger scheduling of the review visit and queue the plain-language summary for delivery after clinician approval.
Treatment
The protocol is underway. Trigger adherence nudges and periodic check-ins so the plan doesn't drift between visits.
Maintenance
Long-term care mode. Trigger recall reminders and time-based re-engagement when too much time passes without a visit.
Intake → Labs Review → Treatment → Maintenance — and back through the cycle as care continues.
What's Under the Hood
The journey builder sits on a production job-queue engine, so every step fires reliably and every send is tracked.
Stage-Based Triggers
Journeys start themselves when a patient enters a pipeline stage. No manual enrollment, no missed handoffs.
Loops & Re-Entry
Built for cyclical care. Patients can re-enter a journey each time they return to a stage — the next lab draw, the next visit, the next protocol.
Multi-Step Email + SMS
Sequence both channels in one journey:
- Email steps with templates
- SMS steps for time-sensitive nudges
- Waits from hours to months
- Branching on patient state
Enrollment Tracking
See exactly who is in each journey, which step they're on, and what's queued next — per patient, per campaign.
Campaign Analytics
Measure each journey with real engagement data:
- Opens
- Clicks
- Responses
- Per-step performance
Production Job-Queue Engine
Every step runs through a production job-queue engine, so scheduled sends and stage checks execute reliably — not on a hope and a cron job.
Six Journeys Clinics Run Every Day
The same engine, applied across the whole patient relationship — from the first intake form to the visit that hasn't been booked yet.
New-Patient Onboarding
- Send a welcome email with intake forms
- Follow with a what-to-expect sequence before the first visit
- Nudge by SMS if forms are still outstanding
First impressions set the tone. Patients arrive prepared, and your front desk stops chasing paperwork.
Appointment Reminders & No-Show Reduction
- Reminder cadence tied to Cerbo appointment sync
- Email confirmation, then SMS as the visit approaches
- Easy reschedule path instead of a silent no-show
Reminders track the actual schedule in your EHR — when the appointment moves, the cadence moves with it.
Lab Follow-Up
- Invite the patient to schedule their review visit
- Queue the plain-language lab summary
- Deliver it after the clinician approves
Results never sit in a queue unnoticed, and nothing patient-facing goes out without clinician sign-off.
Protocol Adherence & Check-Ins
- Schedule adherence nudges across the protocol
- Send periodic check-ins between visits
- Surface responses so the care team can intervene early
The plan made in the exam room keeps working in the weeks between appointments.
Lapsed-Patient Re-Engagement
- Time-based trigger fires when a patient goes quiet
- A warm we-miss-you sequence with a booking link
- Escalate to a task for staff outreach if no response
Patients who quietly drift away get a reason to come back — without anyone running a report to find them.
Birthday & Anniversary Outreach
- Birthday greetings, automatically
- Care-anniversary notes that mark the journey so far
- A personal touch at scale, every year
Small moments build long relationships — and the system never forgets a date.
AI Drafts. Clinicians Approve. Then It Sends.
ClinicSpark can draft campaign messages with AI — but a clinician reviews and approves every AI-drafted message before it reaches a patient.
You get the speed of automation with the judgment of your care team. The approval step is part of the journey itself, not an honor-system afterthought.
Two Zones, Structurally Separated
Patient communication and prospect marketing have very different rules. ClinicSpark doesn't rely on policy to keep them apart — the separation is built into the architecture.
Patient Campaigns
Journeys that touch patients and their health information run inside the HIPAA-governed clinical zone.
- Stage-based patient journeys
- Lab follow-up and treatment check-ins
- Appointment reminders tied to Cerbo sync
Prospect Campaigns
Outreach to prospects lives in a separate MHMDA-governed marketing zone, with its own controls.
- Opt-out management
- Consent tracking
- Structurally separated from clinical data
The full picture of how the zones work — and why the separation is structural, not just policy — is on the Compliance page.
See a Patient Journey Run End to End
We'll walk you through the builder, the stage triggers, and the clinician approval flow — live.
Book a Demo