Campaign Builder - Mass Messaging

Campaign Builder is a built-in communication tool that lets you send mass messages to patients based on specific criteria and filters available in ClinicTracker. Whether you're managing last-minute schedule changes, planning an outreach campaign, or trying to reach all clients on particular medication, Campaign Builder gives you a simple, built-in way to notify patients en masse via email, text, or voice call.

Whether you need to contact one patient or thousands, Campaign Builder helps you send the right message to the right people with no unnecessary manual effort required.

With Campaign Builder, you don’t need to export contact lists or toggle between systems. Just set your message, choose the recipients based on specific filters you define, and schedule the campaign to go out at a time of your choosing.

The tool pulls directly from your ClinicTracker data, so your messages are always targeted and compliant. You can use it for reminders, closures, follow-ups, marketing outreach, research studies, surveys, or any other situation where mass communication helps keep patients informed and up-to-date.

Campaign Builder is designed for how behavioral health clinics operate. You can segment by clinical factors (like diagnosis or medication), test your campaign, and even schedule it out for a future date and time… all without leaving your ClinicTracker EHR.

It’s easy to use and powerful in practice:

• Email, SMS text, or voice: Choose the format that fits your audience
• Message personalization: Insert patient names automatically
• Built-in scheduling: Send immediately or schedule for later
• Smart filters: Target by date, diagnosis, client status, and more
• Test mode: Preview and adjust your messages before sending

Whether you’re sending a quick operational alert or nurturing intake clients who haven’t scheduled their first visit, Campaign Builder helps streamline communication across your clinic.