Overview
Patient segmentation allows you to identify specific groups of patients who are overdue for treatment and create targeted reactivation campaigns for maximum effectiveness.Segmentation Criteria
Treatment Type
Filter patients by specific treatment types:- Physiotherapy
- Chiropractic
- Massage therapy
- Dental checkup
- And more…
Last Visit Timeframe
Identify patients based on when they last visited:- 3-6 months ago
- 6-12 months ago
- 12-24 months ago
- 24+ months ago (dormant patients)
Practitioner
Segment by specific practitioners:- Target patients of specific doctors
- Re-engage patients when practitioner returns from leave
Custom Filters
Advanced filtering options:- Age range
- Gender
- Location
- Patient status (active/inactive)
- Treatment frequency
Creating Segments
1
Navigate to Campaigns
Go to Campaigns → Create New Campaign
2
Define Segment Criteria
Select your targeting criteria:
- Treatment type
- Last visit timeframe
- Additional filters
3
Preview Segment
See how many patients match your criteria
4
Save and Use
Save segment for use in campaigns
Best Practices
Start with high-value patients who visited 6-12 months ago. They’re most likely to return.
- Test small: Start with 10-20 patients
- Personalize: Use treatment-specific messaging
- Time appropriately: Don’t message too early or too late
- Track results: Monitor which segments perform best
Coming Soon
- Predictive segmentation using AI
- Lifetime value scoring
- Automated segment recommendations
- Multi-step journey mapping