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Get Started in 5 Minutes

This quickstart guide will help you set up Routiq and send your first patient reactivation campaign.
1

Create your account

Sign up for Routiq at app.routiq.ai/signupYou’ll need:
  • Your email address
  • Practice name
  • Timezone
After signup, you’ll be redirected to the setup page.
2

Connect Cliniko

Connect your Cliniko practice management system to sync patient data.
  1. Navigate to Setup → Connect Cliniko
  2. Select your Cliniko shard (au1, au2, au3, au4, or US)
  3. Enter your Cliniko API key
  4. Click Connect
Don’t have a Cliniko API key? Learn how to generate one in our Cliniko integration guide.
Routiq will immediately begin syncing your patient data. This may take a few minutes depending on your patient database size.
3

Connect Messaging Platform

Choose and connect your preferred messaging platform:Chatwoot supports WhatsApp, SMS, and Email in one platform.
  1. Navigate to Settings → Integrations → Chatwoot
  2. Enter your Chatwoot Account ID and API Key
  3. Click Connect
Learn more about Chatwoot setup

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Option 2: Twilio (Coming Soon)

Twilio integration provides direct SMS and WhatsApp messaging.This integration is currently in development. For now, please use Chatwoot for messaging.
4

Create your first campaign

Now you’re ready to create a patient reactivation campaign!
  1. Navigate to Campaigns → Create Campaign
  2. Give your campaign a name (e.g., “Overdue Checkups Q1”)
  3. Define your patient segment:
    • Treatment types: Select relevant treatment types
    • Last visit: Set timeframe (e.g., 6-12 months ago)
    • Status: Active patients only
  4. Choose your messaging sequence:
    • Select message templates or let AI generate personalized messages
    • Set timing (e.g., Day 0, Day 3, Day 7)
    • Choose channels (WhatsApp, SMS, Email)
  5. Review and launch
Start with a small test segment (e.g., 10-20 patients) to validate your campaign before scaling up.
5

Monitor and optimize

Track your campaign performance in the Reactivation Centre:
  • Response rate: How many patients responded
  • Booking rate: How many booked appointments
  • Revenue recovered: Total value of recovered appointments
  • Message analytics: Open rates, click rates, reply rates
Use these insights to optimize future campaigns.

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Next Steps

Patient Segmentation

Learn advanced segmentation strategies

Create Campaigns

Build automated patient reactivation campaigns

Analytics Dashboard

Deep dive into campaign analytics

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Need Help?

Email us at support@routiq.ai for assistance.