Automations
The follow-up you keep meaning to do.
Automated sequences that respond instantly, follow up until there is an answer, and stop the second someone books or asks you to. Written in your voice, in their language.
BEFORE / AFTER
What actually changes
| Today | With TheraCRM.pro |
|---|---|
| A new inquiry waits for someone to have a free minute | A reply goes out — configured to send in under a minute |
| No-shows get a shrug | A rebooking offer within the hour |
| "We meant to follow up with her" | The sequence already did, and stopped when she replied |
| One language, or a rough copy-paste translation | Every sequence exists in English and Spanish |
| Messages sent whenever someone remembers | Quiet hours enforced — nothing automated 9 PM–8 AM |
HOW IT WORKS
How it works
-
1
A trigger fires — a form is submitted, a consult is booked, a no-show is recorded, a service interval passes.
-
2
The matching sequence sends, in the language the person used, written in your practice's voice and approved by you in advance.
-
3
It keeps following up on a schedule you set, until there is an answer.
-
4
It stops the moment someone replies, books, or opts out — automatically, no exceptions.
THE SEQUENCES WE SHIP
Seven sequences, built in
| Instant response | Configured to send in under a minute, any channel, any hour |
| Consult reminders | 24 hours and 2 hours before, aimed at reducing no-shows |
| No-show recovery | Rebooking offer within the hour |
| Nurture | For people who inquired but are not ready yet |
| Reactivation | Past patients, at an interval that fits your service |
| Post-visit | Check-in, aftercare, or review request |
| Referral thank-you | To the colleague who sent them |
DETAILS
The specifics
BY VERTICAL
How this differs across practice types
One system, four configurations. Every plan runs on the same underlying build — what changes is which fields, stages, and rules apply.
Therapy
Instant response written for someone in distress — plain language, no marketing tone, no exclamation points.
Med spa
Treatment nurture and reactivation sequences timed to typical service intervals — Botox, filler, laser packages.
Dental
Recall and treatment-plan follow-up, plus the missed-call text-back that catches a call that would have gone to voicemail.
Medical
Referral thank-you and pre-visit reminders, kept in sync with the referring provider's expectations.
SOUTH FLORIDA
Two things South Florida practices ask for constantly and rarely get: sequences that respect that this market inquires at night — instant response after hours, but scheduled follow-up that does not arrive at 2 AM — and Spanish sequences that read like a person wrote them, because in Miami the alternative is obvious to everyone who receives it.
FAQ
Questions we get on the consult call
Only if you write it that way. You approve every message; we write the first draft in your voice.
Yes, per contact, instantly.
We build consent capture into forms and honor opt-outs automatically, in both English and Spanish — including ALTO and PARE. Your consent policy is yours; see /legal/hipaa-and-baa/.
See it configured for your practice.
Book a 30-minute consultation and see the sequences written in your voice before anything sends.