{"id":51890,"date":"2026-07-17T07:16:11","date_gmt":"2026-07-17T07:16:11","guid":{"rendered":"https:\/\/pabau.com\/?p=51890"},"modified":"2026-08-18T12:34:21","modified_gmt":"2026-08-18T12:34:21","slug":"clinic-automations-for-revenue-growth","status":"publish","type":"post","link":"https:\/\/pabau.com\/fr\/blog\/clinic-automations-for-revenue-growth\/","title":{"rendered":"Clinic workflows: 5 automations to boost revenue at your med spa"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"51890\" class=\"elementor elementor-51890\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5dbf616c e-flex e-con-boxed e-con e-parent\" data-id=\"5dbf616c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-kt51890a elementor-widget elementor-widget-key-takeaways\" data-id=\"kt51890a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"key-takeaways.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div id=\"key_takeaways\">\n            <div class=\"header\">\n                <svg width=\"42\" height=\"42\" viewBox=\"0 0 42 42\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                    <path d=\"M29.3008 10.7426L31.2543 8.78906\" stroke=\"#3D3D46\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                    <path d=\"M20.9265 35.9728L20.9064 33.2102\" stroke=\"#3D3D46\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                    <path d=\"M10.7461 8.79261L12.6996 10.7461\" stroke=\"#3D3D46\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                    <path d=\"M6.83594 27.348L8.78943 25.3945\" stroke=\"#3D3D46\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                    <path d=\"M33.2109 25.3942L35.1644 27.3477\" stroke=\"#3D3D46\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                    <path d=\"M20.0488 6.16309C20.3482 5.24177 21.6518 5.24178 21.9512 6.16309L24.3145 13.4375C24.7161 14.6736 25.8683 15.5107 27.168 15.5107H34.8164C35.7851 15.5107 36.188 16.7499 35.4043 17.3193L29.2168 21.8154C28.1653 22.5794 27.7253 23.9339 28.127 25.1699L30.4902 32.4443C30.7896 33.3656 29.7349 34.1319 28.9512 33.5625L22.7637 29.0664C21.7122 28.3025 20.2878 28.3025 19.2363 29.0664L13.0488 33.5625C12.2651 34.1319 11.2104 33.3656 11.5098 32.4443L13.873 25.1699C14.2747 23.9339 13.8347 22.5794 12.7832 21.8154L6.5957 17.3193C5.81199 16.7499 6.21487 15.5107 7.18359 15.5107H14.832C16.1317 15.5107 17.2839 14.6736 17.6855 13.4375L20.0488 6.16309Z\" stroke=\"#3D3D46\" stroke-width=\"2\"\/>\n                <\/svg>\n                <h3>Key takeaways<\/h3>\n            <\/div>\n            <div class=\"list\">\n                                    <div class=\"item\">\n                        <div>\n                            <svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                                <path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#3D3D46\"\/>\n                            <\/svg>\n                        <\/div>\n                        <p>Pabau lets you run clinic workflows for marketing, online booking, sales, and invoicing as automations, cutting manual admin work.<\/p>\n                    <\/div>\n                                    <div class=\"item\">\n                        <div>\n                            <svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                                <path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#3D3D46\"\/>\n                            <\/svg>\n                        <\/div>\n                        <p>Automated reminders and recalls reduce no-shows and keep your calendar full without extra staff time.<\/p>\n                    <\/div>\n                                    <div class=\"item\">\n                        <div>\n                            <svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                                <path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#3D3D46\"\/>\n                            <\/svg>\n                        <\/div>\n                        <p>Marketing automations re-engage new, existing, and inactive patients to drive repeat bookings.<\/p>\n                    <\/div>\n                                    <div class=\"item\">\n                        <div>\n                            <svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                                <path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#3D3D46\"\/>\n                            <\/svg>\n                        <\/div>\n                        <p>Invoicing and billing automations speed up payments and cut administrative workload.<\/p>\n                    <\/div>\n                                    <div class=\"item\">\n                        <div>\n                            <svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                                <path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#3D3D46\"\/>\n                            <\/svg>\n                        <\/div>\n                        <p>Practices that automate clinic workflows save time and see a measurable revenue boost.<\/p>\n                    <\/div>\n                            <\/div>\n        <\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5806461a elementor-widget elementor-widget-text-editor\" data-id=\"5806461a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Running a busy practice can feel like a juggling act.<\/p><p>Between scheduling appointments, managing staff, answering emails, and picking up the phone, providing stellar patient care \u2014 your top priority \u2014 can easily slip down your to-do list.<\/p><p>Then there\u2019s the paperwork. Invoices, quotes, forms, and consent documents handled on paper, or without the right software, cause efficiency setbacks, leaving patients waiting, staff stretched thin, and revenue quietly slipping away.<\/p><p>There\u2019s an easier way to protect your efficiency and revenue without the piles of paperwork: <b>clinic automations<\/b>.<\/p><p>Automating your clinic workflows, from online bookings to marketing, saves time, improves patient care, lightens your team\u2019s workload, and gives your revenue a solid boost.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e22d955 elementor-widget elementor-widget-text-editor\" data-id=\"3e22d955\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Manual admin tasks come at a high cost. The US spent $39 billion on <a href=\"https:\/\/pabau.com\/blog\/what-is-healthcare-revenue-cycle-management\/\">administrative<\/a> transactions, and 42% of that, roughly <a href=\"https:\/\/www.caqh.org\/hubfs\/43908627\/drupal\/explorations\/index\/2020-caqh-index.pdf\" target=\"_blank\" rel=\"nofollow noopener\">$16.3 billion<\/a>, could have been saved with automation.<\/p><p>A solid <a href=\"https:\/\/pabau.com\/blog\/medical-practice-business-plan\/\">medical practice business plan<\/a> accounts for this cost. Pabau&rsquo;s <a href=\"https:\/\/pabau.com\/features\/automation\/\">clinic automations<\/a> can help you recover it, and lead to:<\/p>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"500\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations.webp\" alt=\"Clinic automations\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations.webp 750w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations-300x200.webp 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-615cf93b elementor-widget elementor-widget-text-editor\" data-id=\"615cf93b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Over 3,500 practices already use practice management software like Pabau to <a href=\"https:\/\/pabau.com\/features\/online-booking\/\">automate their online bookings<\/a>. But online booking is not the only thing you can automate. Sales, invoicing, and marketing automations lead to faster patient experiences, easier practice management, and more earnings, without losing time.  Automation depth is also what separates platforms in our comparison of the best <a href=\"https:\/\/pabau.com\/blog\/carepatron-alternatives\/\">Carepatron alternatives<\/a>.<\/p><p>This applies whether you run a <a href=\"https:\/\/pabau.com\/industry\/medical-spa-software\/\">med spa<\/a> or a broader <a href=\"https:\/\/pabau.com\/industry\/spa-software\/\">spa business<\/a> that wants to grow revenue while keeping patient care spotless.<\/p><p>It works just as well for an <a href=\"https:\/\/pabau.com\/blog\/how-to-open-an-iv-therapy-clinic\/\">IV therapy practice<\/a> or a <a href=\"https:\/\/pabau.com\/blog\/qualifications-for-hair-transplant-clinic\/\">hair transplant clinic<\/a> looking to save staff time on admin.<\/p><p>Here are 5 clinic automations from Pabau that can help boost your revenue and keep patients satisfied.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e675db0 e-con-full e-flex e-con e-parent\" data-id=\"e675db0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-60574ee0 elementor-widget elementor-widget-text-editor\" data-id=\"60574ee0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>What is healthcare workflow automation?<\/h2><p>Healthcare workflow automation refers to technology that manages administrative and clinical processes with little to no manual work. To put it simply, instead of you having to remember to send an email or an SMS to a patient \u2014 whether to encourage them to rebook or make a payment \u2014 you can set up an automation to do it for you. <\/p><p>On a larger scale, a well-built healthcare workflow improves internal operations for your med spa. It reduces delays, boosts team efficiency, supports <a href=\"https:\/\/pabau.com\/blog\/med-spa-waitlist-benefits\/\">patient retention<\/a>, and stabilizes revenue over time. Automations let you easily manage:<\/p><ul><li>Time-consuming processes, like invoicing and patient communication<\/li><li>High-effort, high-reward tasks, like marketing and selling<\/li><li>High-effort, low-reward tasks, like data and record keeping<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33ec87d elementor-widget elementor-widget-text-editor\" data-id=\"33ec87d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>How clinic automations help boost revenue<\/h2><p>Clinic automations, such as sending personalized treatment plans, before-after photos, appointment reminders, and precare forms, can do wonders for patient engagement.<\/p><p>With automations, practices can boost revenue <a href=\"https:\/\/web.archive.org\/web\/20220111143959\/https:\/\/www.pardot.com\/blog\/10-must-know-marketing-automation-stats-infographic\/\" target=\"_blank\" rel=\"nofollow noopener\">by 34%<\/a>, according to Salesforce\u2019s Pardot research on marketing automation. Separately, <a href=\"https:\/\/www.mckinsey.com\/capabilities\/growth-marketing-and-sales\/our-insights\/sales-automation-the-key-to-boosting-revenue-and-reducing-costs\" target=\"_blank\" rel=\"nofollow noopener\">McKinsey\u2019s analysis<\/a> of sales automation found efficiency gains of 10-15% and a sales uplift of up to 10%. Automations also let you:<\/p><ul><li>Target high-spending patients for cross-selling or upselling<\/li><li>Re-engage less responsive patients<\/li><li>Use automated reminders to cut no-shows<\/li><li>Speed up billing for quicker, more reliable payments<\/li><\/ul><p>Patients who are actively engaged, with easy access to their treatment and bookings, are more likely to book and keep future appointments. Taking good care of patients, and of your staff, is what drives more revenue into your bank account.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-339aa766 elementor-widget elementor-widget-text-editor\" data-id=\"339aa766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>How Pabau automates your clinical workflows<\/h2><p>Pabau automates the clinical workflows behind everyday practice tasks, including selling, online booking, payments, marketing, and security.<\/p><p>Automations in Pabau are simple to set up and adjust for the outcome you want. You can use them to keep payment processing on time, maximize appointment attendance, and drive an <a href=\"https:\/\/pabau.com\/blog\/yield-management-med-spas\/\">overall revenue boost<\/a>. For example, depending on who you want to target, you can:<\/p><ul><li><b>Set general automations<\/b> that apply to all patients in your practice. This works well for sending pre-care, aftercare, and appointment reminders, and can apply to any patient group or lead list you want to manage easily.<\/li><li><b>Set filters to target a specific audience<\/b>. For example, filter out patients with overdue balances from the last month and send automated bill reminders with a secure payment link only to those patients.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-529253a elementor-widget elementor-widget-text-editor\" data-id=\"529253a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>How to set up clinic workflows in Pabau<\/h2><p>In Pabau, your clinic workflows run as automations you can set up and manage in a few clicks. You can automate anything from clients to appointments, and:<\/p><ul><li>Set your preferred target audience \u2014 include all or selected patients and leads<\/li><li>Use Pabau automation templates \u2014 everything is designed for you, just apply it<\/li><li>Choose how often your automations run \u2014 switch them on and off as needed<\/li><\/ul>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"783\" height=\"348\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1.webp\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1.webp 783w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1-300x133.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1-768x341.webp 768w\" sizes=\"(max-width: 783px) 100vw, 783px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecf8356 elementor-widget elementor-widget-text-editor\" data-id=\"ecf8356\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Below the chart is also a workflow dashboard from where you can directly act on your created campaigns. You can enable any campaign by using the activation toggle, and:<\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\">View and edit automations details<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Organize automations by folders<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Delete unnecessary automations<\/li><\/ul>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"273\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1024x349.webp\" alt=\"Automations\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1024x349.webp 1024w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-300x102.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-768x262.webp 768w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1536x524.webp 1536w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1.webp 1682w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20041c5 elementor-widget elementor-widget-text-editor\" data-id=\"20041c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>How to create and manage automations in Pabau <\/h3><p>Initially, Pabau lets you create two types of clinic automations:<br \/><\/p><ol><li style=\"font-weight: 400;\" aria-level=\"1\">Templated automations<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Automations you can build from scratch<\/li><\/ol><p>Let\u2019s start with ready-to-use templates. Pabau automation templates are created to engage your patients with minimal monitoring required on your part. They can be of great help when you have a specific group of patients that you want to monitor and tend to ongoingly, like returning or inactive patients. <\/p><p>For example, you can use our \u2018<em>Welcome back<\/em>\u2019 template to greet recent or long-inactive patients. Alternatively, you can leverage Pabau&rsquo;s &lsquo;<em>Happy Birthday<\/em>&lsquo; template and offer birthday discounts to engage or reward patients celebrating in the upcoming week or month.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7cefba8 elementor-widget elementor-widget-text-editor\" data-id=\"7cefba8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You can also use Pabau\u2019s automated templates for:<\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Incomplete medical forms automation.<\/b> Automate your medical forms for a hassle-free and efficient practice experience, eliminating the need to remember or manually oversee the completion process.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Botox recall automation.<\/b> Boost your revenue by automating client reminders for recent Botox treatments, engaging your clients and prompting more bookings.<\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>New clients created this month. <\/b>Enhance patient onboarding with a personalized welcome email automation, ensuring a warm and informative introduction to your practice and a seamless start to <a href=\"https:\/\/pabau.com\/blog\/spa-client-onboarding\/\">their journey<\/a> with you.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-893445b elementor-widget elementor-widget-text-editor\" data-id=\"893445b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Pabau automation types<\/h3>\n<p>With Pabau, you can choose automation types that apply to patients, appointments, leads, and line items. All automations you set can run on an hourly, daily, weekly, or monthly basis.<\/p>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"458\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3.webp\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3.webp 817w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3-300x172.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3-768x440.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8cbb356 elementor-widget elementor-widget-text-editor\" data-id=\"8cbb356\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once you decide what you want to automate, Pabau\u2019s filters will help you specify these automations further.&nbsp;<\/p>\n<p>Let\u2019s say that you have had a few no-shows, costing you money and appointment slots. You want to learn how many patients have missed their appointments, so you can ensure their attendance next time around.&nbsp;<\/p>\n<p>To do that, you first need to create a new automation type in Pabau\u2014&nbsp;<\/p>\n<p>1. In <b style=\"background-color: transparent; text-align: var(--text-align);\">Settings<\/b>, you can title the automation, add an email subject for your patients, and choose who that email will be from. Once done, you can choose how often you will run this automation, or whether you\u2019ll only send it to your audience once.&nbsp;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-650e9c7 elementor-widget elementor-widget-text-editor\" data-id=\"650e9c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>2.  In <b>Audience<\/b>, you can create specific filters and choose your desired audience. For example, you can set the audience to be \u2018<b>Clients<\/b>\u2019 whose last visit was \u2018<b>a month ago<\/b>\u2019, and whose <b>\u2018appointments\u2019 <\/b>were canceled because of \u2018<b>no-shows<\/b>.\u2019 Neat, right? Here\u2019s what the filter will look like\u2014<\/p>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"751\" height=\"484\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna.webp\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna.webp 751w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna-300x193.webp 300w\" sizes=\"(max-width: 751px) 100vw, 751px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63a3510 elementor-widget elementor-widget-text-editor\" data-id=\"63a3510\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>3. In <b>Design<\/b>, you can choose a ready-to-use Pabau template. Or, if you have templates already, you can add the code and use them directly from our system. Finally, you can build a template from scratch, which we explain in detail below. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8dd9b5 elementor-widget elementor-widget-text-editor\" data-id=\"f8dd9b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>4. In <b>Review<\/b>, you can see what the final automation will look like. In case you missed any steps, Pabau will let you know, so you can update them. Click \u2018<b>Turn on<\/b>\u2019 to launch the automation, and find all newly added workflows in the automations dashboard. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e037a69 elementor-widget elementor-widget-text-editor\" data-id=\"e037a69\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>When you&rsquo;re done and go back in Pabau\u2019s automations dashboard, you can  see all: <\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\">Active, failed, and filtered workflows you created<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">Your audience details<\/li><li style=\"font-weight: 400;\" aria-level=\"1\">A visual chart of each automation\u2019s value<\/li><\/ul><p>Now let\u2019s see how you can use our automations to boost overall efficiency, patient satisfaction, and especially revenue.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69449fa elementor-widget elementor-widget-text-editor\" data-id=\"69449fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>4 key healthcare processes you can automate with Pabau<\/h2><p>Pabau automations were built to manage the healthcare processes that cost you time, effort, and money. Here\u2019s how to put them to good use. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d881fa elementor-widget elementor-widget-text-editor\" data-id=\"8d881fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>1. Marketing automations<\/h3><p>Marketing automations simplify patient engagement, delivering positive results for <a href=\"https:\/\/www.oracle.com\/cx\/marketing\/automation\/what-is-marketing-automation\/statistics\/\" target=\"_blank\" rel=\"nofollow noopener\">63%<\/a> of businesses in just six months.<\/p><h4>Attract new patients<\/h4><p>You can easily create and schedule welcome emails, promotions, and rewards to send to your first-timers or walk-in patients. You can also set up automatic feedback and survey campaigns that will generate valuable intel from new patients, helping you improve your service and revenue.  <\/p><h4>Retain existing patients<\/h4><p>Pabau lets you set up automations for <a href=\"https:\/\/pabau.com\/blog\/marketing-for-clinics\/\">marketing campaigns<\/a>, ads, loyalty points, vouchers, and discounts. This helps engage the patients who bring in steady revenue for your practice.<\/p><p>You can also send \u2018Thank you\u2019 emails and social media campaigns, or share education and events with active patients. An SMS follow-up can also get you a faster response from patients.<\/p><h4>Tend to inactive patients<\/h4><p>If you have patients that haven\u2019t booked an appointment in a while, automations can help you re-engage them. Sending feedback surveys, email campaigns, and special offers and <a href=\"https:\/\/pabau.com\/features\/memberships\/\">packages<\/a> can help reactivate \u2018snoozed\u2019 patients and get them to book again.<\/p><p>Automated email campaigns typically see higher open rates, click rates, and conversions than one-off sends. The more you invest in marketing automations, the faster your leads and patients engage, and the more you gain financially.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-799a2c9 elementor-widget elementor-widget-text-editor\" data-id=\"799a2c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>2. Online bookings<\/h3><p>Online booking automations can boost patient engagement, ensure booking accuracy, and reduce time spent on taking new bookings via phone. <\/p><h4>Manage recalls<\/h4><p>One way to boost revenue is to make sure patients return for check-ups, and automated recalls help you do that. By reaching out to patients regularly, you increase billable appointments and recover revenue lost to missed follow-ups. You can recall patients weekly, monthly, or on whatever schedule you need.<\/p><h4>Manage precare forms, photos, labs, plans, and notes<\/h4><p>Automating consent and precare forms, as well as treatment plans can <a href=\"https:\/\/pabau.com\/blog\/benefits-of-going-paperless-how-pabau-can-save-your-clinic-time-and-space\/\">streamline administrative tasks<\/a>, reduce paper and storage costs, and ensure timelier payments. <\/p><p>With automated reminders, you can get patient forms quickly, share treatment photos and plans, lab tests, and <a href=\"https:\/\/pabau.com\/blog\/medical-dictation-tools-benefit\/\">personalized notes<\/a>. Patients will love the tailored experience you can offer and will be more likely to book with you again. <\/p><h4>Manage appointment reminders<\/h4><p>Automated <a href=\"https:\/\/pabau.com\/features\/email-sms-campaigns\/\">appointment reminders<\/a> help maximize booking attendance, ensuring viable revenue. For example, many practices struggle with getting senior patients to attend an appointment. With Pabau, you can filter out patients older than 60, and create an automation that will send them one or two reminders before their appointments.<\/p><h4>Manage specific clients<\/h4><p>Do you have patients who only see a specific practitioner? You can automatically send them newly available slots they can book. Or you can alert patients when their practitioner is back from time off and ready to take new appointments.<\/p><p>This can also apply to patients who use specific rooms at your practice, book from a particular location, or need specific products or equipment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e3bb4b elementor-widget elementor-widget-text-editor\" data-id=\"8e3bb4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>3. Sales automations<\/h3><p>Sales is one process that can scale your revenue and save you time almost instantly.<\/p><p>Traditional selling to patients can be time-consuming for busy practices. HubSpot\u2019s State of AI report found that marketing professionals using generative AI save an average of <a href=\"https:\/\/blog.hubspot.com\/marketing\/state-of-ai-report?hubs_content=blog.hubspot.com\/sales\/sales-automation-stats&amp;hubs_content-cta=HubSpot\" target=\"_blank\" rel=\"nofollow noopener\">one to two hours<\/a> a day on marketing and admin tasks \u2014 automating tasks like prospect outreach can free up similar time for your sales team. Sales automations can help you:<\/p><h4>Nurture leads<\/h4><p>Sending personalized follow-ups to leads ensures their engagement and conversion. For example, if you are a dermatology clinic, you can collect email addresses from leads interested in skin care tips from your website. <\/p><p>Then send them a series of informative emails over a few weeks, including special offers. This encourages potential leads to book a consultation with your practice, leading to increased revenue.<\/p><h4>Upselling and cross-selling<\/h4><p>With automations, you can also identify opportunities for upselling and cross-selling to existing patients and increase the average sales value. <\/p><p>For example, if a patient schedules an appointment for a routine check-up, you can track the patient&rsquo;s previous visits and treatment history. Based on this data, you can automatically generate targeted recommendations, such as new serums or lasers, and send them in a follow-up email.<\/p><h4>Track high spenders<\/h4><p>If you are a luxury spa, for example, you can easily keep track of clients who spend the most on your VIP services. Pabau\u2019s system will flag these high spenders and send them exclusive offers, like discounted package deals. Creating such personalized offers will encourage high spenders to book more treatments, boosting your revenue in turn.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fde567c elementor-widget elementor-widget-text-editor\" data-id=\"fde567c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>4. Invoicing and billing automations<\/h3>\n<p>Late invoices and bills are the last thing your practice should spend time managing.&nbsp;<\/p>\n<p>Patient care and satisfaction are your highest priorities, but they depend on regular attendance. Every unpaid slot can cost you up to $200. Tracking outstanding balances and sending payment reminders can <a href=\"https:\/\/pabau.com\/features\/payment-processing\/\">optimize your invoicing<\/a> process and protect future revenue.<\/p>\n<h4>Line items<\/h4>\n<p>Line item automations help you track specific medical services patients have booked.&nbsp;<\/p>\n<p>Let\u2019s say you have a patient who received a consultation, lab tests, and prescriptions during their visit. By automating line items, Pabau\u2019s system will instantly create separate bills for each of these services. <\/p>\n<p>Line item automations also reduce the risk of human error. Patients are accurately charged for their services, and you collect accurate payments faster.<\/p>\n<h4>Automated deposits<\/h4>\n<p>Automations help you easily filter patient no-shows and last-minute cancellations. Target your audience, a.k.a the no-shows, and set up <a href=\"https:\/\/pabau.com\/blog\/deposits-for-aesthetics-business\/\">automated deposits<\/a> for their next booking. You can send them reminders and manage your online bookings far more efficiently, while scaling your revenue at the same time.<\/p>\n<h4>Invoicing<\/h4>\n<p>Pabau automations do wonders for invoicing. You can send billing reminders to patients who have outstanding invoices, and notify them once after a completed payment. This reduces administrative workload, minimizes billing errors, and boosts payment processing, leading to improved revenue.<\/p>\n<h4>Payment plan schedules<\/h4>\n<p>Many practices have patients that book longer, more extensive, or package treatments. With Pabau\u2019s automations, you can filter those patients or groups, and send them an automated payment plan schedule via email or text. Patients can pay for their treatments in smaller chunks and will be automatically updated whenever their next payment is due.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32c1def elementor-widget elementor-widget-text-editor\" data-id=\"32c1def\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Build your own automation from scratch<\/h2><p>Besides automation templates, Pabau lets you build your own automations from scratch. You can give your automation a title, design it however you like, and decide how often it runs. You can also select your target audience using smart filters.<\/p><p>For example, you can set your audience to VIP patients, based on any VIP labels you created for them previously. And here\u2019s what that filter will look like when applied:<\/p>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"220\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next.webp\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next.webp 818w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next-300x83.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next-768x211.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bb3c03e elementor-widget elementor-widget-text-editor\" data-id=\"bb3c03e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Building custom templates helps you tailor automations to your practice&rsquo;s specific needs and goals. A personalized engagement strategy also helps you nurture specific patients better and get a stronger ROI.<\/p><p>Pabau lets you track every automation you create through a detailed dashboard, where you can check performance, see failed workflows, and close completed ones.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5547a9c elementor-widget elementor-widget-text-editor\" data-id=\"5547a9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>5 Smart automations you can start using today<\/h3><p>Ready to get your automations journey on a roll? Here are 5 cool automations you can do with Pabau. <\/p><ol><li><b>Appointment reminders &amp; notifications.<\/b> Remind patients to attend their appointment or notify them when you aren\u2019t able to make the appointment.<\/li><li><b>No-shows &amp; last-minute cancellations<\/b>. Filter your audience to \u2018last-minute cancellations\u2019 or \u2018no-shows\u2019 and take action to engage inactive patients more. <\/li><li><b>Invoicing. <\/b>Filter patients who have outstanding, group, or pending invoices and automatically send them secure payment links.<\/li><li><b>Appointments with a specific doctor.<\/b> Filter appointments that patients have booked with a specific practitioner. Maximize booking efficiency by informing patients of open appointment slots with that practitioner ahead of time.<\/li><li><b>Recalls and precare<\/b>. Boost patient engagement by automatically sending recall notifications and personalized precare forms. Patients can arrive prepared for their appointments, while you won\u2019t have to manually collect forms or remind patients to send their forms by phone. <\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-pb51890a elementor-widget elementor-widget-text-editor\" data-id=\"pb51890a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>How Pabau automates clinic workflows to protect revenue<\/h2><p>Without automation, front-desk staff are usually the ones chasing no-shows, reminding patients about outstanding balances, and re-engaging patients who haven\u2019t booked in months. Every one of those tasks competes with time that could go toward patient care, and the ones that get missed quietly cost the practice money.<\/p><p>Practice management software like Pabau replaces that manual chase with automations that run in the background. Set up a recall, a payment reminder, or a re-engagement campaign once, and it keeps running without anyone needing to remember to trigger it.<\/p><p>At <a href=\"https:\/\/pabau.com\/case-studies\/ageless-enhancements-med-spa\/\">Ageless Enhancements<\/a>, a two-location med spa, automated appointment reminders cut no-shows, and automated check-in workflows saved staff around ten minutes per patient visit. For growing med spas and multi-location groups, that kind of consistency is what turns automation into a direct line to revenue.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25f50ab elementor-widget elementor-widget-button\" data-id=\"25f50ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/pabau.com\/book-demo\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book a demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cn51890a elementor-widget elementor-widget-text-editor\" data-id=\"cn51890a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Conclusion<\/h2><p>Clinic automations aren\u2019t a one-time setup. Practices that get the most from them keep reviewing which workflows are running, adjusting filters as the patient list changes, and adding templates as new needs come up.<\/p><p>That ongoing attention pays off: fewer staff hours spent chasing no-shows and unpaid invoices, and a patient experience that stays personal as the practice grows. Skipping the setup work is usually why practices end up paying for automation software without seeing much extra revenue.<\/p><p>If reminders, recalls, or billing are still handled manually at your practice, start there \u2014 it\u2019s the workflow most likely costing you bookings and payments right now. <a href=\"https:\/\/pabau.com\/book-demo\/\">Book a demo<\/a> to see how Pabau&rsquo;s automations can protect your revenue while cutting admin time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c9e4d0 elementor-widget elementor-widget-html\" data-id=\"4c9e4d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"expert_picks\">\n<div class=\"header\">\n<img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2025\/11\/Expert-Picks.svg\" alt=\"Expert Picks\" height=\"42\" width=\"42\">\n<h3>Continue your research<\/h3>\n<\/div>\n<div class=\"content\">\n<div class=\"item\">\n<div><svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#54B2D3\"><\/path><\/svg><\/div>\n<p><strong>Not sure if a coding mismatch will get your claim denied?<\/strong> <a href=\"https:\/\/pabau.com\/procedure-codes\/cpt-code-15839\/\">CPT code 15839<\/a> breaks down the billing requirements for excess skin excision so claims go through the first time.<\/p>\n<\/div>\n<div class=\"item\">\n<div><svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#54B2D3\"><\/path><\/svg><\/div>\n<p><strong>Billing for a lower-limb diagnosis you cannot pin down yet?<\/strong> <a href=\"https:\/\/pabau.com\/diagnostic-codes\/icd-10-code-m769\/\">ICD-10 code M76.9<\/a> explains when this unspecified code is the right billable choice.<\/p>\n<\/div>\n<div class=\"item\">\n<div><svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#54B2D3\"><\/path><\/svg><\/div>\n<p><strong>Adding remote monitoring equipment to your billing?<\/strong> <a href=\"https:\/\/pabau.com\/procedure-codes\/hcpcs-code-a4670\/\">HCPCS code A4670<\/a> covers how to bill for an automatic blood pressure monitor correctly.<\/p>\n<\/div>\n<div class=\"item\">\n<div><svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#54B2D3\"><\/path><\/svg><\/div>\n<p><strong>Need to issue return-to-work documentation fast?<\/strong> <a href=\"https:\/\/pabau.com\/templates\/doctors-note-for-work\/\">This doctor\u2019s note template<\/a> lets your front desk generate compliant paperwork in minutes instead of drafting one from scratch.<\/p>\n<\/div>\n<div class=\"item\">\n<div><svg width=\"20\" height=\"27\" viewBox=\"0 0 20 27\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M18.6223 14.3857C19.1246 13.8975 19.1246 13.1045 18.6223 12.6162L12.1938 6.36621C11.6915 5.87793 10.8759 5.87793 10.3737 6.36621C9.87143 6.85449 9.87143 7.64746 10.3737 8.13574L14.6125 12.2529H2.28571C1.57455 12.2529 1 12.8115 1 13.5029C1 14.1943 1.57455 14.7529 2.28571 14.7529H14.6085L10.3777 18.8701C9.87545 19.3584 9.87545 20.1514 10.3777 20.6396C10.8799 21.1279 11.6955 21.1279 12.1978 20.6396L18.6263 14.3896L18.6223 14.3857Z\" fill=\"#54B2D3\"><\/path><\/svg><\/div>\n<p><strong>Looking to add a structured therapy tool to patient sessions?<\/strong> <a href=\"https:\/\/pabau.com\/templates\/cognitive-restructuring-worksheet\/\">This cognitive restructuring worksheet<\/a> gives therapists a ready-made resource to use in session.<\/p>\n<\/div>\n<\/div>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-faq51890h elementor-widget elementor-widget-text-editor\" data-id=\"faq51890h\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2>Frequently asked questions<\/h2><div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\"><strong class=\"schema-faq-question\">What clinic tasks can be automated?<\/strong><p class=\"schema-faq-answer\">Clinic workflows across online booking, marketing, sales, and invoicing and billing can all run as automations. Common examples include appointment reminders, recall campaigns, precare and consent forms, upsell and cross-sell prompts, and payment plan reminders. Automating these healthcare processes frees up staff time for patient care instead of repetitive admin work.<\/p><\/div><div class=\"schema-faq-section\"><strong class=\"schema-faq-question\">Does clinic automation software work for small med spas?<\/strong><p class=\"schema-faq-answer\">Yes. Clinic automation software scales with your practice size, so a single-location med spa can automate the same workflows as a larger group practice, just with a smaller list of patients and appointments. Every Pabau subscription includes the full set of automation features, so there is no extra tier to unlock as you grow.<\/p><\/div><div class=\"schema-faq-section\"><strong class=\"schema-faq-question\">How much time do clinic workflow automations save?<\/strong><p class=\"schema-faq-answer\">The time saved depends on how many manual tasks you replace, but practices that automate reminders, recalls, and billing follow-ups typically cut hours of admin work each week. Automating clinic workflows also reduces missed follow-ups and late payments, which protects revenue as well as time.<\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Running a busy practice can feel like a juggling act. Between scheduling appointments, managing staff, answering emails, and picking up the phone, providing stellar patient care \u2014 your top priority \u2014 can easily slip down your to-do list. Then there\u2019s the paperwork. Invoices, quotes, forms, and consent documents handled on paper, or without the right [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":51937,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_linkdex":"67","_yoast_wpseo_content_score":"90","_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_keywordsynonyms":"","_yoast_wpseo_focuskw_text_input":"","_seo_original_html":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"51890\" class=\"elementor elementor-51890\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5dbf616c e-flex e-con-boxed e-con e-parent\" data-id=\"5dbf616c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5806461a elementor-widget elementor-widget-text-editor\" data-id=\"5806461a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Let\u2019s be honest, running a busy practice can be a whirlwind.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Between scheduling appointments, delegating staff, responding to emails, and <a href=\"https:\/\/pabau.com\/blog\/how-automated-appointment-reminders-can-boost-clinics-patient-engagement\/\">answering the phone<\/a>, providing stellar patient care \u2014 your #1 priority \u2014 can easily fall behind on your to-do list.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Then, there\u2019s the issue of paperwork. Invoices, quotes, forms, and other documents you handle with pen and paper or without sufficient solutions can cause severe efficiency setbacks. This leaves your patients unattended, your staff overwhelmed, and your revenue out in the dry.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">But, there is an easier way to ensure efficiency and revenue gains without handling piles of paperwork \u2014 <\/span><b>clinic<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><b>automations<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p><p><span style=\"text-align: var(--text-align);\">By automating certain processes, like online bookings and marketing, you\u2019ll save time, enhance patient care, optimize staff performance, and enjoy a solid revenue boost.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e22d955 elementor-widget elementor-widget-text-editor\" data-id=\"3e22d955\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">Manual admin tasks come at a high cost\u2026<\/span><\/h3><p><span style=\"font-weight: 400;\">The US has spent $39 billion on <a href=\"https:\/\/pabau.com\/blog\/how-to-stop-feeling-overwhelmed-with-admin-in-your-clinic\/\">administrative<\/a> transactions, 42% of which could have been saved with automations. In perspective, 42% amounts to <\/span><a href=\"https:\/\/www.caqh.org\/sites\/default\/files\/explorations\/index\/2020-caqh-index.pdf\"><span style=\"font-weight: 400;\">$16.3 billion<\/span><\/a><span style=\"font-weight: 400;\">, which, to be fair, is a ridiculous amount of revenue to put at stake or lose altogether.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">But, Pabau\u2019s revenue-friendly <a href=\"https:\/\/pabau.com\/features\/automation\/\">clinic automations<\/a> can easily lead you to\u2014<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c12fd8 elementor-widget elementor-widget-image\" data-id=\"7c12fd8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"500\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations.webp\" class=\"attachment-large size-large wp-image-51941\" alt=\"Clinic automations\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations.webp 750w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/BLOG_Revenue-benefits-of-automations-300x200.webp 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-615cf93b elementor-widget elementor-widget-text-editor\" data-id=\"615cf93b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Over 1,000 Pabau practices already use our software to <a href=\"https:\/\/pabau.com\/features\/online-booking\/\">automate their online bookings<\/a>. But online bookings are not the only thing you can automate with Pabau 2 anymore. Sales, invoicing, and marketing automations can lead to faster and better patient experiences, easier clinic management, and more earnings\u2014 without losing any time!<\/span><\/p><p><span style=\"font-weight: 400;\">For hair salons, clinics, medi-spas, and aesthetics practices that want to amp up their revenue whilst maintaining spotless patient care\u2014 <img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4e2.svg\" alt=\"\ud83d\udce2\" \/> we hear you, we got you.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Read the 5 leading <\/span><span style=\"font-weight: 400;\">clinic automations<\/span><span style=\"font-weight: 400;\"> by Pabau 2 that will help skyrocket your revenue and ensure lasting patient satisfaction.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e675db0 e-con-full e-flex e-con e-parent\" data-id=\"e675db0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-60574ee0 elementor-widget elementor-widget-text-editor\" data-id=\"60574ee0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">What are automations for clinics?<\/span><\/h2><p><span style=\"font-weight: 400;\">Automations refers to various technologies that can help manage administrative and diagnosis or treatment processes without human intervention. To put it simply, instead of you having to remember to send an email or an SMS to a patient\u2014 whether to encourage them to rebook or make a payment\u2014 you can set up an automation to do it for you.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">On a larger scale, automations improve internal operations for your aesthetics practice. They reduce delays, boost team efficiency, ensure <a href=\"https:\/\/pabau.com\/blog\/spa-client-retention\/\">patient retention<\/a>, and stabilize your revenue in the long run. In practice, automations allow you to easily manage:\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">\ud83d\udc49 Time-consuming processes \u2014 like invoicing and patient communication<\/span><\/p><p><span style=\"font-weight: 400;\">\ud83d\udc49 High-effort, high-reward tasks \u2014 like marketing and selling<\/span><\/p><p><span style=\"font-weight: 400;\">\ud83d\udc49 High-effort, low-reward tasks \u2014 like data and record keeping<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33ec87d elementor-widget elementor-widget-text-editor\" data-id=\"33ec87d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">How clinic automations help boost revenue<\/span><\/h2><p><span style=\"font-weight: 400;\">Clinic automations, such as sending personalized treatment plans, before-after photos, appointment reminders, and precare forms, can do wonders for patient engagement.<\/span><\/p><p><span style=\"font-weight: 400;\">With automations, practices can boost revenue <\/span><a href=\"https:\/\/web.archive.org\/web\/20220111143959\/https:\/\/www.pardot.com\/blog\/10-must-know-marketing-automation-stats-infographic\/\"><span style=\"font-weight: 400;\">by 34%<\/span><\/a><span style=\"font-weight: 400;\">, reduce costs by <\/span><a href=\"https:\/\/www.mckinsey.com\/~\/media\/McKinsey\/Business%20Functions\/Marketing%20and%20Sales\/Our%20Insights\/Sales%20automation%20The%20key%20to%20boosting%20revenue%20and%20reducing%20costs\/sales-automation-the-key-to-boosting-revenue.ashx\"><span style=\"font-weight: 400;\">10-15%<\/span><\/a><span style=\"font-weight: 400;\">, and:<\/span><\/p><p><span style=\"font-weight: 400;\">\u2714\ufe0f Target high-spending patients for cross-selling or upselling purposes<\/span><\/p><p><span style=\"font-weight: 400;\">\u2714\ufe0f Target less responsive patients to ensure further engagement<\/span><\/p><p><span style=\"font-weight: 400;\">\u2714\ufe0f Use automated reminders to cut no-shows\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">\u2714\ufe0f Optimize billing for quicker and timelier payments<\/span><\/p><p><span style=\"font-weight: 400;\">Patients who are actively engaged, with easy access to their treatment and bookings, are more likely to book and keep future appointments. <\/span><\/p><p><span style=\"font-weight: 400;\">At the end of the day, the way you take care of patients, and your staff of course, the more revenue you\u2019ll end up putting in your bank.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-339aa766 elementor-widget elementor-widget-text-editor\" data-id=\"339aa766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">What Pabau 2 clinic automations can do\u00a0<\/span><\/h2><p><span style=\"font-weight: 400;\">Clinic automations can be applied to various processes including\u00a0<\/span><span style=\"background-color: transparent; text-align: var(--text-align);\">selling, o<\/span><span style=\"background-color: transparent; text-align: var(--text-align);\">nline booking, p<\/span><span style=\"background-color: transparent; text-align: var(--text-align);\">ayments, m<\/span><span style=\"background-color: transparent; text-align: var(--text-align);\">arketing, and s<\/span><span style=\"background-color: transparent; text-align: var(--text-align);\">ecurity.<\/span><\/p><p><span style=\"font-weight: 400;\">In Pabau 2, automations are very simple to set up and tinker for the desired outcomes. You can take action where needed and use automations to ensure timely payment processing, maximum appointment attendance, and an <a href=\"https:\/\/pabau.com\/blog\/how-to-increase-med-spa-sales\/\">overall revenue boost<\/a>.<\/span><\/p><p><span style=\"font-weight: 400;\">For example, depending on who you want to target as your audience, you can\u2014<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/p><ul><li><b>Set general automations<\/b><span style=\"font-weight: 400;\">, which will apply to all patients in your clinic. This can be neat for sending pre-care, aftercare, appointment reminders, etc. This can also apply to all patient groups and leads that you want to easily manage.<\/span><\/li><li><b>Set filters to specify your audience<\/b><span style=\"font-weight: 400;\">. E.g. filter out patients who have overdue balances in the last month, and send automated bill reminders with a secure payment link, only to those patients.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-529253a elementor-widget elementor-widget-text-editor\" data-id=\"529253a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">How Pabau 2 clinic automations work<\/span><\/h2><p><span style=\"font-weight: 400;\"><br \/>In Pabau 2, automations are displayed as workflows and are very easy to set up and manage. You can choose to automate anything from clients to appointments, and:\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><br \/><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\" \/> Set up your preferred target audience \u2014 include all or selected patients and leads<\/span><\/p><p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\" \/> Use Pabau automations templates \u2014 everything is designed for you, just apply it<\/span><\/p><p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\" \/> Choose how often your automations will run \u2014 switch them on and off as desired<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01431ce elementor-widget elementor-widget-image\" data-id=\"01431ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"783\" height=\"348\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1.webp\" class=\"attachment-large size-large wp-image-51944\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1.webp 783w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1-300x133.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-1-768x341.webp 768w\" sizes=\"(max-width: 783px) 100vw, 783px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecf8356 elementor-widget elementor-widget-text-editor\" data-id=\"ecf8356\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Below the chart is also a workflow dashboard from where you can directly act on your created campaigns. You can enable any campaign by using the activation toggle, and:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View and edit automations details<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Organize automations by folders<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delete unnecessary automations<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fefc2a elementor-widget elementor-widget-image\" data-id=\"6fefc2a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"273\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1024x349.webp\" class=\"attachment-large size-large wp-image-52758\" alt=\"Automations\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1024x349.webp 1024w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-300x102.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-768x262.webp 768w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1-1536x524.webp 1536w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/11\/Automations-1.webp 1682w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20041c5 elementor-widget elementor-widget-text-editor\" data-id=\"20041c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">How to create and manage automations with Pabau 2\u00a0<\/span><\/h3><p><span style=\"font-weight: 400;\">Initially, Pabau lets you create two types of clinic automations:<br \/><\/span><\/p><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Templated automations<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automations you can build from scratch<\/span><\/li><\/ol><p><span style=\"font-weight: 400;\">Let\u2019s start with ready-to-use templates. Pabau automation templates are created to engage your patients with minimal monitoring required on your part. They can be of great help when you have a specific group of patients that you want to monitor and tend to ongoingly, like returning or inactive patients.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">For example, you can use our \u2018<em>Welcome back<\/em>\u2019 template to greet recent or long-inactive patients. Alternatively, you can leverage Pabau&#8217;s &#8216;<em>Happy Birthday<\/em>&#8216; template and offer birthday discounts to engage or reward patients celebrating in the upcoming week or month.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7cefba8 elementor-widget elementor-widget-text-editor\" data-id=\"7cefba8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">You can also use Pabau\u2019s automated templates for\u2014<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Incomplete medical forms automation.<\/b><span style=\"font-weight: 400;\"> Automate your medical forms for a hassle-free and efficient clinic experience, eliminating the need to remember or manually oversee the completion process.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Botox recall automation.<\/b><span style=\"font-weight: 400;\"> Boost your revenue by automating client reminders for recent Botox treatments, <a href=\"https:\/\/pabau.com\/blog\/spa-client-retention\/\">effectively engaging your clients and prompting more bookings<\/a>.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>New clients created this month. <\/b><span style=\"font-weight: 400;\">Enhance patient onboarding with a personalized welcome email automation, ensuring a warm and informative introduction to your practice and a seamless start to <a href=\"https:\/\/pabau.com\/blog\/improving-the-patient-journey-with-pabau\/\">their journey<\/a> with you.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-893445b elementor-widget elementor-widget-text-editor\" data-id=\"893445b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">Pabau Automation Types<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With Pabau, you can choose automations types that apply to\u2014 patients, appointments, leads, and line items. All automations you set can run on hourly, daily, weekly, and monthly basis.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6ade361 elementor-widget elementor-widget-image\" data-id=\"6ade361\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"458\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3.webp\" class=\"attachment-large size-large wp-image-51950\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3.webp 817w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3-300x172.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Automations-3-768x440.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8cbb356 elementor-widget elementor-widget-text-editor\" data-id=\"8cbb356\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Once you decide what you want to automate, Pabau\u2019s filters will help you specify these automations further.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say that you have had a few no-shows, costing you money and appointment slots. You want to learn how many patients have missed their appointments, so you can ensure their attendance next time around.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To do that, you first need to create a new automation type in Pabau\u2014&nbsp;<\/span><\/p>\n<p><span style=\"background-color: transparent; text-align: var(--text-align);\">1. In <\/span><b style=\"background-color: transparent; text-align: var(--text-align);\">Settings<\/b><span style=\"background-color: transparent; text-align: var(--text-align);\">, you can title the automation, add an email subject for your patients, and choose who that email will be from. Once done, you can choose how often you will run this automation, or whether you\u2019ll only send it to your audience once.&nbsp;<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-650e9c7 elementor-widget elementor-widget-text-editor\" data-id=\"650e9c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">2.\u00a0 In <\/span><b>Audience<\/b><span style=\"font-weight: 400;\">, you can create specific filters and choose your desired audience. For example, you can set the audience to be \u2018<\/span><b>Clients<\/b><span style=\"font-weight: 400;\">\u2019 whose last visit was \u2018<\/span><b>a month ago<\/b><span style=\"font-weight: 400;\">\u2019, and whose <\/span><b>\u2018appointments\u2019 <\/b><span style=\"font-weight: 400;\">were canceled because of \u2018<\/span><b>no-shows<\/b><span style=\"font-weight: 400;\">.\u2019 Neat, right? Here\u2019s what the filter will look like\u2014<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6cb8e66 elementor-widget elementor-widget-image\" data-id=\"6cb8e66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"751\" height=\"484\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna.webp\" class=\"attachment-large size-large wp-image-51953\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna.webp 751w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Sledna-300x193.webp 300w\" sizes=\"(max-width: 751px) 100vw, 751px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63a3510 elementor-widget elementor-widget-text-editor\" data-id=\"63a3510\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">3. In <\/span><b>Design<\/b><span style=\"font-weight: 400;\">, you can choose a ready-to-use Pabau template. Or, if you have templates already, you can add the code and use them directly from our system. Finally, you can build a template from scratch, which we explain in detail below.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8dd9b5 elementor-widget elementor-widget-text-editor\" data-id=\"f8dd9b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">4. In <\/span><b>Review<\/b><span style=\"font-weight: 400;\">, you can see what the final automation will look like. In case you missed any steps, Pabau will let you know, so you can update them. Click \u2018<\/span><b>Turn on<\/b><span style=\"font-weight: 400;\">\u2019 to launch the automation, and find all newly added workflows in the automations dashboard. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e037a69 elementor-widget elementor-widget-text-editor\" data-id=\"e037a69\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">When you&#8217;re done and go back in Pabau 2\u2019s automations dashboard, you can\u00a0 see all:\u00a0<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Active, failed, and filtered workflows you created<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your audience details<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A visual chart of each automation\u2019s value<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Now let\u2019s see how you can use our automations to boost overall efficiency, patient satisfaction, and especially revenue.\u00a0\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69449fa elementor-widget elementor-widget-text-editor\" data-id=\"69449fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">4 key processes you can automate with Pabau<\/span><\/h2><p><span style=\"font-weight: 400;\">Pabau 2 automations were specifically designed to help manage the workflow processes that cost you time, effort, and money. Here\u2019s how to put them to good use. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d881fa elementor-widget elementor-widget-text-editor\" data-id=\"8d881fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">1. Marketing automations<\/span><\/h3><p><span style=\"font-weight: 400;\">Marketing automations simplify patient engagement, delivering positive results for <\/span><a href=\"https:\/\/www.oracle.com\/cx\/marketing\/automation\/what-is-marketing-automation\/statistics\/\"><span style=\"font-weight: 400;\">63%<\/span><\/a><span style=\"font-weight: 400;\"> of businesses in just six months.<\/span><\/p><h4><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f9f2.svg\" alt=\"\ud83e\uddf2\" \/> Attract new patients\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">You can easily<\/span> <span style=\"font-weight: 400;\">create and schedule welcome emails, promotions, and rewards to send to your first-timers or walk-in patients. You can also set up automatic feedback and survey campaigns that will generate valuable intel from new patients, helping you improve your service and revenue.\u00a0\u00a0<\/span><\/p><h4><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f9f2.svg\" alt=\"\ud83e\uddf2\" \/> Retain existing patients\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">Pabau lets you set up automations for <a href=\"https:\/\/pabau.com\/blog\/marketing-for-clinics\/\">marketing campaigns<\/a>, ads, loyalty points, vouchers, discounts, etc. This helps engage the patients who bring in fixed revenue to your practice. You can also send \u2018Thank you\u2019 emails and social media campaigns or share education and events with active patients. You can also send them an SMS, which will gain you faster response from patients.<\/span><\/p><h4><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f9f2.svg\" alt=\"\ud83e\uddf2\" \/> Tend to inactive patients<\/span><\/h4><p><span style=\"font-weight: 400;\">If you have patients that haven\u2019t booked an appointment in a while, automations can help you re-engage them. Sending feedback surveys, email campaigns, and special offers and <a href=\"https:\/\/pabau.com\/features\/packages\/\">packages<\/a> can help reactivate \u2018snoozed\u2019 patients and get them to book again.<\/span><\/p><p><span style=\"font-weight: 400;\">Automated emails have <\/span><a href=\"https:\/\/explodingtopics.com\/blog\/marketing-automation-stats\"><span style=\"font-weight: 400;\">84% higher open rates<\/span><\/a><span style=\"font-weight: 400;\">, 341% higher click rates, and a 2,270% increase in conversion rates. So, the more you invest in marketing automations, the faster your leads and patients will engage, and the more you\u2019ll gain financially.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-799a2c9 elementor-widget elementor-widget-text-editor\" data-id=\"799a2c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">2. Online bookings<\/span><\/h3><p><span style=\"font-weight: 400;\">Online booking automations can boost patient engagement, ensure booking accuracy, and reduce time spent on taking new bookings via phone.\u00a0<\/span><\/p><h4><span style=\"font-weight: 400;\">\u2714\ufe0f Manage recalls\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">One way to boost revenue is to ensure that your patients return for check-ups, and automated recalls can help you do that. By reaching out to patients regularly, you\u2019ll increase billable appointments and fill in revenue gaps due to missed follow-ups. You can choose to recall patients every week, monthly, or however often you need it.<\/span><\/p><h4><span style=\"font-weight: 400;\">\u2714\ufe0f Manage precare forms, photos, labs, plans, and notes\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">Automating consent and precare forms, as well as treatment plans can <a href=\"https:\/\/pabau.com\/blog\/how-to-stop-feeling-overwhelmed-with-admin-in-your-clinic\/\">streamline administrative tasks<\/a>, reduce paper and storage costs, and ensure timelier payments.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">With automated reminders, you can get patient forms quickly, share treatment photos and plans, lab tests, and <a href=\"https:\/\/pabau.com\/blog\/medical-dictation-tools-benefit\/\">personalized notes<\/a>. Patients will love the tailored experience you can offer and will be more likely to book with you again.\u00a0<\/span><\/p><h4><span style=\"font-weight: 400;\">\u2714\ufe0f\u00a0Manage appointment reminders\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">Automated <\/span><a href=\"https:\/\/pabau.com\/blog\/how-automated-appointment-reminders-can-boost-clinics-patient-engagement\/\"><span style=\"font-weight: 400;\">appointment reminders<\/span><\/a><span style=\"font-weight: 400;\"> help maximize booking attendance, ensuring viable revenue. For example, many practices struggle with getting senior patients to attend an appointment. With Pabau, you can filter out patients older than 60, and create an automation that will send them one or two reminders before their appointments.<\/span><\/p><h4><span style=\"font-weight: 400;\">\u2714\ufe0f\u00a0Manage specific clients\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">Do you have patients who only see a specific practitioner? You can automatically send them newly available slots they can book. Or, you can alert patients when their practitioners are back from a holiday, and ready to take new appointments. This can also apply to patients who use specific rooms at your practice, those who book from a special location, or patients who need special products or equipment.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e3bb4b elementor-widget elementor-widget-text-editor\" data-id=\"8e3bb4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">3. Sales automations\u00a0<\/span><\/h3><p><span style=\"font-weight: 400;\">If there is a process that can instantly scale your revenue and save you time, it\u2019s sales.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Traditional selling to patients can be extremely time-consuming for busy clinics. But, by automating tasks like prospect outreach, you can save an <\/span><a href=\"https:\/\/blog.hubspot.com\/marketing\/state-of-ai-report?hubs_content=blog.hubspot.com\/sales\/sales-automation-stats&amp;hubs_content-cta=HubSpot\"><span style=\"font-weight: 400;\">average of 2 hours<\/span><\/a><span style=\"font-weight: 400;\"> a day.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">As for revenue \ud83d\udcb2 sales automations can help\u2014<\/span><\/p><h4><span style=\"font-weight: 400;\">\ud83d\udc65 Nurture leads\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">Sending<\/span> <span style=\"font-weight: 400;\">personalized follow-ups to leads ensures their engagement and conversion. For example, if you are a dermatology clinic, you can collect email addresses from leads interested in skin care tips from your website. <\/span><\/p><p><span style=\"font-weight: 400;\">Then, send them a series of informative emails over a few weeks, including special offers. This will encourage potential leads to book a consultation with your clinic, leading to increased revenue.<\/span><\/p><h4><span style=\"font-weight: 400;\">\ud83d\udcc8 Upselling &amp; cross-selling\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">With automations, you can also identify opportunities for upselling and cross-selling to existing patients and increase the average sales value. <\/span><\/p><p><span style=\"font-weight: 400;\">For example, if a patient schedules an appointment for a routine check-up, you can track the patient&#8217;s previous visits and treatment history. <\/span><span style=\"font-weight: 400;\">Based on this data, you can automatically generate targeted recommendations, such as new serums or lasers, and send them in a follow-up email.<\/span><\/p><h4><span style=\"font-weight: 400;\">\ud83e\udd11 Track high spenders\u00a0<\/span><\/h4><p><span style=\"font-weight: 400;\">If you are<\/span> <span style=\"font-weight: 400;\">a luxury spa, for example, you can easily keep track of clients who spend the most on your VIP services. Pabau\u2019s system will flag these high spenders and send them exclusive offers, like discounted package deals. Creating such personalized offers will encourage high spenders to book more treatments, boosting your revenue in turn.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fde567c elementor-widget elementor-widget-text-editor\" data-id=\"fde567c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">4. Invoicing &amp; billing automations&nbsp;<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Late invoices and bills are the last thing your practice should spend time managing.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Although patient care and satisfaction are your highest priorities, they do depend on regular patient attendance. Keep in mind, every unpaid slot can cost you up to $200. So, tracking outstanding balances and sending payment reminders can <\/span><a href=\"https:\/\/pabau.com\/blog\/point-of-sale-invoice-for-clinic-growth\/\"><span style=\"font-weight: 400;\">optimize your invoicing<\/span><\/a><span style=\"font-weight: 400;\"> process, and prevent revenue gaps in the future.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">\ud83d\uddc3\ufe0f Line items<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Line item automations help you track specific medical services patients have booked.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say you have a patient who received a consultation, lab tests, and prescriptions during their visit. By automating line items, Pabau\u2019s system will instantly create separate bills for each of these services. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Handy, right? Line item automations reduce the risk of human error, too. Your patients will be accurately charged for their services, whereas you\u2019ll collect accurate payments, faster.&nbsp;<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">\ud83d\udcb3 Automated deposits<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Automations help you easily filter patient no-shows and last-minute cancellations. Target your audience, a.k.a the no-shows, and set up <\/span><a href=\"https:\/\/pabau.com\/blog\/deposits-for-aesthetics-business\/\"><span style=\"font-weight: 400;\">automated deposits<\/span><\/a><span style=\"font-weight: 400;\"> for their next booking. You can send them reminders and manage your online bookings far more efficiently, whilst scaling your revenue at the same time.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">\ud83e\uddfe Invoicing<\/span><span style=\"font-weight: 400;\">&nbsp;<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Pabau automations do wonders for invoicing. You can send billing reminders to patients who have outstanding invoices, and notify them once after a completed payment. This reduces administrative workload, minimizes billing errors, and boosts payment processing, leading to improved revenue.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">\ud83d\udcc5 Payment plan schedules<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Many practices have patients that book longer, more extensive, or package treatments. With Pabau\u2019s automations, you can filter those patients or groups, and send them an automated payment plan schedule via email or text. Patients can pay for their treatments in smaller chunks and will be automatically updated whenever their next payment is due.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32c1def elementor-widget elementor-widget-text-editor\" data-id=\"32c1def\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">Build your own automation from scratch<\/span><\/h2><p><span style=\"font-weight: 400;\">Besides automations templates, Pabau lets you build your own automations from scratch. You can give your automation a title, design it as you wish, and decide how often you\u2019ll run it. You can also select your target audience by using smart filters.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">For example, you can set your audience to VIP patients, based on any VIP labels you created for them previously. And here\u2019s what that filter will look like when applied:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c41061 elementor-widget elementor-widget-image\" data-id=\"4c41061\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"220\" src=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next.webp\" class=\"attachment-large size-large wp-image-51956\" alt=\"\" srcset=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next.webp 818w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next-300x83.webp 300w, https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Next-768x211.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bb3c03e elementor-widget elementor-widget-text-editor\" data-id=\"bb3c03e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Building custom templates helps you tailor automation precisely to your clinic&#8217;s unique needs and goals. At the same time, a personalized engagement strategy can help you nurture specific patients better, and ensure high ROI for your practice.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Pabau lets you track all automations you create via a detailed dashboard where you can track the automations efficiency, see failed workflows, and close completed ones.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5547a9c elementor-widget elementor-widget-text-editor\" data-id=\"5547a9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">5 smart automations you can start using today<\/span><\/h3><p>Ready to get your automations journey on a roll? Here are 5 cool automations you can do with Pabau.\u00a0<\/p><ol><li><b>Appointment reminders &amp; notifications.<\/b><span style=\"font-weight: 400;\"> Remind patients to attend their appointment or notify them when you aren\u2019t able to make the appointment.<\/span><\/li><li><b>No-shows &amp; last-minute cancellations<\/b><span style=\"font-weight: 400;\">. Filter your audience to \u2018last-minute cancellations\u2019 or \u2018no-shows\u2019 and take action to engage inactive patients more.\u00a0<\/span><\/li><li><b>Invoicing. <\/b><span style=\"font-weight: 400;\">Filter patients who have outstanding, group, or pending invoices and automatically send them secure payment links.<\/span><\/li><li><b>Appointments with a specific doctor.<\/b><span style=\"font-weight: 400;\"> Filter appointments that patients have booked with a specific practitioner. Maximize booking efficiency by informing patients of open appointment slots with that practitioner ahead of time.<\/span><\/li><li><b>Recalls and precare<\/b><span style=\"font-weight: 400;\">. Boost patient engagement by automatically sending recall notifications and personalized precare forms. Patients can arrive prepared for their appointments, while you won\u2019t have to manually collect forms or remind patients to send their forms by phone. <\/span><\/li><\/ol><p><span style=\"font-weight: 400;\">Want to learn how to set these automations and maximize revenue and efficiency?\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f680.svg\" alt=\"\ud83d\ude80\" \/> Let&#8217;s go!<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25f50ab elementor-widget elementor-widget-button\" data-id=\"25f50ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/pabau.com\/book-demo\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Click here to get started with Pabau<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","footnotes":""},"categories":[41,38,32,28],"tags":[1004,653,871,873,1061,829,874,883],"class_list":["post-51890","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-and-revenue","category-pabau","category-practice-management-tips","category-starting-a-practice","tag-main-blog-feature","tag-marketing","tag-new-features","tag-pabau-marketing-features","tag-posts-uk","tag-practice-management-tips","tag-revenue","tag-work-life-balance"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Clinic workflows: 5 automations that boost revenue | Pabau<\/title>\n<meta name=\"description\" content=\"Automating clinic workflows cuts no-shows and admin time. See 5 Pabau automations that boost revenue at your med spa.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pabau.com\/fr\/blog\/clinic-automations-for-revenue-growth\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clinic workflows: 5 automations that boost revenue | Pabau\" \/>\n<meta property=\"og:description\" content=\"Automating clinic workflows cuts no-shows and admin time. See 5 Pabau automations that boost revenue at your med spa.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pabau.com\/fr\/blog\/clinic-automations-for-revenue-growth\/\" \/>\n<meta property=\"og:site_name\" content=\"Pabau\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Pabau\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-17T07:16:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-18T12:34:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pabau.com\/wp-content\/uploads\/2023\/10\/Resize-5-amazing-automations-that-will-boost-revenue-at-your-aesthetics-clinic.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"750\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Katy Piper\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@pabaucrm\" \/>\n<meta name=\"twitter:site\" content=\"@pabaucrm\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Katy Piper\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"15 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/\"},\"author\":{\"name\":\"Katy Piper\",\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/#\\\/schema\\\/person\\\/5de22f4ff3ec59b1925ef02dce956d7d\"},\"headline\":\"Clinic workflows: 5 automations to boost revenue at your med spa\",\"datePublished\":\"2026-07-17T07:16:11+00:00\",\"dateModified\":\"2026-08-18T12:34:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/\"},\"wordCount\":3090,\"publisher\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/pabau.com\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Resize-5-amazing-automations-that-will-boost-revenue-at-your-aesthetics-clinic.webp\",\"keywords\":[\"main blog feature\",\"marketing\",\"New features\",\"Pabau marketing features\",\"posts-uk\",\"practice management tips\",\"Revenue\",\"work\\\/life balance\"],\"articleSection\":[\"Marketing and revenue growth\",\"Pabau\",\"Practice Management Tips\",\"Starting a practice\"],\"inLanguage\":\"fr-FR\"},{\"@type\":[\"WebPage\",\"FAQPage\"],\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/\",\"url\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/\",\"name\":\"Clinic workflows: 5 automations that boost revenue | Pabau\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/pabau.com\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Resize-5-amazing-automations-that-will-boost-revenue-at-your-aesthetics-clinic.webp\",\"datePublished\":\"2026-07-17T07:16:11+00:00\",\"dateModified\":\"2026-08-18T12:34:21+00:00\",\"description\":\"Automating clinic workflows cuts no-shows and admin time. 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It combines scheduling, electronic health records, clinical forms, payments, marketing automation, reporting, and patient engagement tools into one secure cloud system to help practices streamline operations and grow their business.\",\"foundingDate\":\"2011-10-20\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"201\",\"maxValue\":\"500\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/#\\\/schema\\\/person\\\/5de22f4ff3ec59b1925ef02dce956d7d\",\"name\":\"Katy Piper\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/pabau.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/cropped-Snip20260306_177-96x96.png\",\"url\":\"https:\\\/\\\/pabau.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/cropped-Snip20260306_177-96x96.png\",\"contentUrl\":\"https:\\\/\\\/pabau.com\\\/wp-content\\\/uploads\\\/2026\\\/03\\\/cropped-Snip20260306_177-96x96.png\",\"caption\":\"Katy Piper\"},\"description\":\"Katy Piper is a content writer covering aesthetics, dermatology, and clinic operations, with a knack for making clinical detail feel approachable. Outside of work, she's usually chasing her border collie around muddy fields or hunting down the best flat white in town.\",\"url\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/author\\\/katy-piper\\\/\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#faq-question-1\",\"position\":1,\"url\":\"https:\\\/\\\/pabau.com\\\/fr\\\/blog\\\/clinic-automations-for-revenue-growth\\\/#faq-question-1\",\"name\":\"What clinic tasks can be automated?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Clinic workflows across online booking, marketing, sales, and invoicing and billing can all run as automations. Common examples include appointment reminders, recall campaigns, precare and consent forms, upsell and cross-sell prompts, and payment plan reminders. 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