The Problem
A single postcard or one-off email gets ignored. Response rates are low, and there's no follow-up when patients don't respond — so most of them simply don't come back.
US-built platforms weren't designed for CASL or PIPEDA. Using them puts your clinic at legal risk and leaves Canadian patient data flowing through foreign servers.
A typical eye exam plus product sales generates $400–600 per visit. If even 50 patients lapse each year, that's up to $30,000 walking out the door — silently.
How It Works
No IT department needed. No EMR integration. Just a CSV export and you're live.
Export a CSV from your EMR with patient name, email, phone, and last visit date. No technical setup — just drag and drop to get started.
The system automatically filters your list based on CASL consent rules — existing business relationships, consent windows, and opt-out history — so you never contact someone you shouldn't.
AI-personalized email and SMS sequences are sent with smart follow-ups. Patients who don't respond to email get a follow-up SMS — automatically timed for best engagement.
Patients click your booking link and schedule directly. Your dashboard shows delivery rates, open rates, conversions, and estimated revenue recovered — in real time.
Compliance & Security
Every feature was designed with CASL and PIPEDA in mind from day one.
All patient data is stored exclusively on Canadian servers. No data crosses the border — ever.
The system automatically screens every contact against CASL rules — implied consent windows, opt-out lists, and commercial message requirements — before a single message sends.
Every message includes a mandatory one-click unsubscribe. Opt-outs are recorded immediately and honoured across all future campaigns — automatically.
A signed Data Processing Agreement is provided with every account — so you have the documentation you need if you're ever audited.
FAQ
No EMR integration is required. You simply export a CSV from your existing EMR (most systems support this in a few clicks), upload it to the dashboard, and the system handles everything from there. There's no IT project, no API keys, and no vendor approval process. If you can export a spreadsheet, you're ready to go.
The system was built with CASL and PIPEDA compliance as core requirements, not as add-ons. CASL compliance is handled automatically — the system only contacts patients where a valid implied or express consent exists (such as an existing business relationship within the past 2 years). All data is stored in Canada, encrypted with AES-256, and you receive a signed Data Processing Agreement. One-click unsubscribes are mandatory in every message and are honoured instantly.
Most EMR recall systems send a single yearly reminder email — and that's it. One touchpoint, no follow-up, no personalization. Studies consistently show single-email recall converts at under 10%. This system replaces that with a coordinated multi-channel sequence: an initial email, an SMS follow-up, and a final re-engagement message — each personalized by the patient's last visit and lapse window. Instead of hoping one email lands on the right day, it keeps your clinic top-of-mind across multiple touchpoints until the patient books.
When a patient clicks unsubscribe, they are immediately removed from all future campaigns — no delay, no manual steps required. Their opt-out is recorded with a timestamp in your account and they will never receive another message. This is handled automatically and is fully CASL compliant. You can also view your full unsubscribe list at any time in the dashboard.
Most clinics are live within 2–3 business days of signing up. Once your CSV is uploaded and your messaging is reviewed, the first sequences go out within 24 hours. Patients typically start booking within the first week. Your dashboard shows real-time results — delivery rates, open rates, click-throughs, and bookings — so you'll know exactly what's working from day one.
Book a free 30-minute demo. We'll walk you through the platform and show you exactly how it works for your clinic.
Book a Free DemoNo commitment required. See results in your first week.