S2 E39: Automating Patient Follow-Ups Without Losing the Human Touch
September 30, 2025
Have you ever meant to follow up with a patient… and then life happened? The sticky notes, the to-do lists, the reminders you forgot to check — and suddenly a week has gone by. At this point, it feels awkward to respond, and you realize you seriously dropped the ball. I’ve been there, and it’s no fun.
In this personal episode of The Clinical Entrepreneur Podcast, I’m sharing what’s not been working and how I’ve finally figured out how to automate these follow-up tasks in a way that feels human – not robotic.
Good intentions and a memory-dependent system will never get the job done consistently. But I finally figured out how to create follow-up automations that feel human, sound human, and make the patient/recipient feel as if they’re talking to me.
Here’s what you’ll learn in this episode:
- Why manual follow-ups will always break down (it’s not your fault)
- The mindset shift that makes automation feel personal, not cold
- Why Practice Better or Jane can’t replace a real CRM (and how they work together)
- The 3-step starter plan to simplify tags and build one workflow at a time
- Quick-win automations you can set up now — like new patient check-ins, supplement nudges, and reactivations
- How AI can help you write evergreen messages that sound warm and human
And because I don’t want you to just hear the idea — I want you to use it — I’ve also included a free resource with the exact Review Request Automation we use in our practice. It’s short, simple, and effective. Tag the right patients, let it run, and watch those reviews come in like clockwork.
Because when your patients feel cared for consistently, they stay, they refer, and they want to tell everyone about you!
Want More Support? Here’s Where You Can Find It:
👉 CRM Options for Wellness Practitioners
Clinical Business Academy — Get step-by-step coaching to help you streamline your systems, grow your revenue, and build a business that works for YOU
Clinical Mastery Facebook Group — Join our free community of like-minded practitioners for peer support, resources, and connection
Watch this episode here — Your feedback helps me create more content that supports you and your journey to building a thriving wellness practice.
Connect with Ronda
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