Connected practice workflows
Optical patient communication software
Manage SMS and email templates, appointment reminders and recalls with opt-out preferences and usage visibility.
The workflow at a glance
- 01Choose a template
- 02Check patient preferences
- 03Send the communication
- 04Review delivery and usage
01
Give routine messages a consistent starting point
ZenOptix supports SMS and email communications around the practice workflow, including templates, appointment reminders and recalls. Templates give the team a consistent basis for routine messages while keeping communication activity connected to the patient journey. Practices should review wording and contact details as part of their own operating process.
02
Keep preferences and usage visible
Patient opt-out handling and communication history help the team understand what has been sent and which preferences apply. Usage and delivery reporting also matter commercially. SMS allowances are measured in segments: a longer message, or some characters, can use more than one segment. Review the current pricing page for allowances and billing details.
03
Review the whole reminder and recall process
During a demo, follow a reminder from template selection through delivery activity and usage reporting. Discuss how your practice handles recalls, marketing and patient communication preferences. Confirm the sending arrangements, sender ID options and any additional segment costs against the plan you are considering.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.