This campaign relies on properly discharged cases and clean booking configurations. If your clinic hasn't reviewed these, the campaign will not produce results for you. Refer back to the May 19th preview session or the resource page for the full checklist.

Patients are contacted via their preferred communication method — three touchpoints over the campaign cycle, with direct links to book through your client portal.

Bookings will start trickling in through your portal as patients respond. Make sure your booking reasons are clean and your practitioner schedules are accurate so these clients can book smoothly without staff intervention.

Not seeing results? First check your prerequisites. If everything looks right and you're still seeing nothing, reach out and we'll take a look.

The campaign only works if your case management is in order. Clinics must be entering birthdays, discharging cases consistently, using proper case templates, and have clean booking reasons configured. We'll review what "ready" looks like and where the common gaps are.

Automatically reaches out to discharged patients via email and SMS to bring them back for care, turning your existing client base into a steady source of returning patients with no manual effort from your team.

Live walkthrough of the email and SMS templates, how the automation triggers, and what clinics should expect to see once it's turned on.

Clinics that aren't set up properly by May 22nd will see no results and that's on the clinic, not the tool. Use this session to ask anything you're unsure about.

You must contact Head Office to request changes to this feature, as it affects the franchise as a whole.

This feature reworks services as a whole and provides the ability to tag each service with pre-defined or custom tags to allow greater control over scheduling. Practitioner schedules with time slots containing those tags will allow only services with matching tags to be booked by patients. Internal staff may still force an appointment with tag mismatches but will receive a warning when doing so.

WSIB, OHIP & HCAI Dashboards enabled on Web.
All relevant users should now see and be able to use these dashboard on the Clinicmaster Web version, marking another step towards Clinicmaster Desktop’s imminent obsolescence.

New entry in the Manage section to provide access to the drop-off list previously found only on the Dashboard.

Access to a new menu showing appointments booked via the AI Receptionist integration.

A new menu showing entries for transcripts from AI Charting sessions.

New menu showing transcripts generate by calls with the AI Receptionist.

Payments generated via the Clover integration now have their own reports to allow better balancing and consolidation of statements.

2 new reports for better visibility over stock inventory and management.

Ability to create quotes for plans on client profiles.

Some extra reports are now available. Access to these reports has been opened according to role.

Discuss and sign contract for 10h/month between Ibrahim & Physiomed through Olivia.

Review Clinicmaster feature update and rollout to clinics - any flagged bugs and escalations to bring to Clinicmaster team in order to minimize impact and ensure a smooth transition. Review requirements on improved communication from Clinicmaster team for better preparation in the future.

Review needs and plan resource rollout to support clinics in day-to-day operations.