Patient Engagement & Marketing Automation

Automate Patient Communication — and Convert More Leads

Heally handles your entire patient communication workflow — appointment reminders, renewal follow-ups, retargeting campaigns, and weekly newsletters — so your clinic grows without adding staff or manual effort.

Clinics using Heally's engagement tools convert up to 25% more leads from their existing website traffic. No startup fees. No extra software.

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Stop losing patients to poor follow-up

Heally automated patient engagement dashboard showing reminders and follow-ups

Every touchpoint automated — from first visit to renewal.

The moment a patient registers on your site, Heally puts them into an automated communication workflow. Welcome sequences, appointment reminders, post-visit follow-ups, and renewal prompts all run on their own — keeping your schedule full without your staff lifting a finger.

Keep patients engaged between visits with automated newsletters.

Heally provides and sends weekly newsletter content to your patient list on your behalf. You opt in or out of each send — we handle the content, design, and delivery. Every newsletter is a touchpoint that keeps your clinic top of mind and drives rebookings.

End-to-end encryption

HIPAA-compliant video & chat

In-visit note taking & automatic record updates

Screen share capabilities

Patient engagement built into the same platform as your EHR and telehealth.

Unlike standalone marketing tools, Heally's engagement features are part of the same platform your providers use for visits, charting, and billing. Patient data flows automatically — no manual exports, no integrations to maintain, no disconnected tools.

One platform. Every patient touchpoint covered.

Convert more leads. Retain more patients.

Heally's engagement tools run automatically from the moment a patient registers on your site — turning website visitors into booked appointments and one-time patients into long-term clients. Clinics using Heally convert up to 25% more leads from their existing traffic.

Patient Retargeting

Re-engage patients who registered but never booked. Heally's automated email and SMS retargeting campaigns recover leads you would otherwise have lost — converting website visitors into paying patients without any manual follow-up from your team.

Automated Follow-Ups & Renewals

Keep patients on their treatment plans with automated renewal reminders and post-visit follow-ups. Heally's auto-scheduling converts one-time visits into recurring appointments — without your staff making a single call.

Appointment Reminders

Reduce no-shows with automated email and SMS appointment reminders. Heally handles confirmation and reminder sequences for every scheduled visit — keeping your calendar full and your clinic running efficiently.

Automated Weekly Newsletters

Heally provides the content and sends it for you. Opt in or out of each weekly send. Every newsletter keeps your clinic top of mind, motivates first-time patients to book, and gives existing patients a reason to return.

Review Generation

Build your clinic's online reputation automatically. Heally prompts your best patients to leave reviews on Google and Facebook at the right moment — after a successful visit. More reviews means more organic patient discovery.

What clinic owners say about Heally's engagement tools

"Heally allowed me to communicate and engage with my patients through automated email and text message campaigns. My follow-up visit rate has significantly increased."

Fletcher Gray

"Heally makes it easy to put out newsletters and content for my patients. Every time the newsletter goes out, I see appointments booked. It gives patients both great content and a reminder."

Julia Hoffman

How does Heally's patient engagement automation work?

When a patient registers on your website, Heally automatically enrolls them in a communication workflow — welcome emails, appointment reminders, follow-up messages, and renewal prompts. Everything runs automatically with no manual effort from your staff.
How much does Heally's patient engagement software cost?

Heally requires zero startup fees. You pay only as you use the platform, with no limits on the number of patients or providers in your account. There are no long-term contracts.
Can Heally help reduce no-shows at my clinic?

Yes. Heally's automated appointment reminders via email and SMS significantly reduce no-show rates by keeping patients informed and confirming upcoming visits — without requiring any manual outreach from your staff.
Does Heally send newsletters on my clinic's behalf?

Yes. Heally provides and automates weekly newsletter content for your patient list. You opt in or out of each send — we handle the content, design, and delivery. Every newsletter is a touchpoint that keeps your clinic top of mind and drives rebookings.
What is patient retargeting and how does Heally use it?

Patient retargeting re-engages people who visited your website or registered but never booked. Heally automatically sends follow-up emails and SMS messages to these prospects, converting leads you would otherwise have lost. Clinics using Heally's retargeting see up to 25% more conversions from existing traffic.
Does Heally's engagement software work with my existing EHR?

Heally's engagement tools are built directly into the same platform as its EHR, billing, and telehealth features. Patient data flows automatically between systems — no manual exports, no third-party integrations, and no disconnected tools to manage.
Can Heally help my clinic get more online reviews?

Yes. Heally automatically prompts patients to leave reviews on Google and Facebook after successful visits. Consistent review generation builds your clinic's online reputation and helps new patients find you organically.
What types of clinics use Heally's patient engagement tools?

Heally's engagement tools are used by weight loss clinics, GLP-1 and semaglutide programs, hormone replacement therapy (TRT) clinics, medspas, IV therapy clinics, longevity practices, functional medicine providers, and other holistic and wellness-focused practices.
How quickly can my clinic start using Heally's engagement features?

Most clinics are fully set up and running automated engagement campaigns in under a day. There is no software to install and Heally's team handles the onboarding — including setting up your communication workflows and newsletter cadence.
Does Heally send engagement messages via SMS as well as email?

Yes. Heally's patient engagement automation works across both email and SMS. Appointment reminders, retargeting campaigns, follow-up sequences, and renewal prompts are all delivered via both channels — maximizing reach and response rates for your clinic.

Schedule a Demo and start seeing patients online!

Heally patient engagement software on mobile

Heally lets you focus on what matters most: quality care for your patients. Schedule a demo with us today.