Workflow packet Reactivation queue Jane App + ChiroTouch, then Mailchimp feed the packet before anyone starts chasing. Schedule held

The manual reality today

  1. 01

    The reactivation handoff starts cold

    last-visit dates, care-plan status, patient preferences, notes, and prior messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    Small reactivation delays become customer-facing

    When a patient falls inactive or has not rebooked after a care-plan milestone, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Reactivation decisions are hard to retrace

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Collect live reactivation context

    Imagine watches last-visit dates, care-plan status, patient preferences, notes, and prior messages for new activity, stale items, and changes that affect the work.

  2. 02

    Group the facts for reactivation

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Prepare the reactivation response

    Imagine drafts a reactivation list, patient-specific message draft, and exception flag using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Close the loop on reactivation

    After review, approved actions are recorded in the CRM and patient thread with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Jane App
  • ChiroTouch
  • Mailchimp
  • Klaviyo
  • Podium
  • Google Sheets

What changes

The reactivation queue starts warm

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Reactivation follow-up feels consistent

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Managers can trust the reactivation trail

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle reactivation?

Imagine watches last-visit dates, care-plan status, patient preferences, notes, and prior messages, spots when a patient falls inactive or has not rebooked after a care-plan milestone, and prepares a reactivation list, patient-specific message draft, and exception flag for review. Approved actions sync back to the CRM and patient thread with the supporting context attached.

When does reactivation need a person?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the CRM and patient thread is updated.

Can this use our current reactivation systems?

This workflow can connect to systems such as Jane App, ChiroTouch, Mailchimp, Klaviyo, Podium, Google Sheets. Imagine works on top of those tools instead of replacing the system of record.

How does the reactivation queue change the day?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so follow-up sounds like you, not a mass blast.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.