Education Library
Audience Builder & Workflow Manager Overview
Overview
The Audience Builder and Custom Workflow Manager is a comprehensive patient segmentation and workflow automation tool that empowers every department in your practice to create, manage, and work through customized patient lists with precision and efficiency.What It Does
This feature allows you to build highly targeted audiences using a flexible combination of filters across four key data categories:- Contact Data – Patient demographics including age, birthday, date of birth, referring provider, insurance plan, state, zip code, and even diagnostic codes (CPT and ICD-10)
- Lead Data – Marketing tracking information such as campaign name, lead created date, lead owner, lead status (contacted, scheduled, etc.), and procedure of interest
- Appointment Data – Past and future appointment details including created date, appointment date, appointment type, provider, and location
- Billing Data – Financial information including balance due, bill amount, bill created dates, total spend, and items purchased
Key Benefits
- Department-Specific Workflows – Create audiences tailored to each team’s unique needs, from front desk to billing to clinical coordination
- Dynamic or Fixed Lists – Build lists that automatically update based on your criteria, or create snapshot audiences for specific campaigns
- Custom Stage Management – Design workflow stages that match your practice’s processes, allowing teams to systematically work through patient lists
- Flexible Visibility Controls – Share audiences across your organization or keep them private to individual users
- Intuitive Drag-and-Drop Builder – Simply select your criteria, drag it over, and set parameters with easy-to-use operators and date ranges
- Real-Time Preview – Generate preview counts as you build to see exactly how many records match your criteria before saving
- Advanced Logic – Use “Match All” or “Match Any” settings and include/exclude criteria to create precisely targeted audiences
Real-World Use Cases
- Front Desk Teams – Work lists of patients due for appointments or follow-up scheduling
- Lead Nurture Teams – Engage prospects who have shown interest but haven’t yet scheduled
- Clinical Coordinators – Contact patients with upcoming surgeries or procedures requiring pre-op preparation
- Billing/Collections – Systematically work through patients with outstanding balances
- Marketing Teams – Target attendees from educational events who haven’t converted to scheduled appointments
- Provider-Specific Lists – Create audiences for specific doctors or treatment coordinators to manage their patient pipelines
