Marketing Automation
Lifecycle journeys across every location. (Beta)
Multi-step, multi-channel patient journeys — acquisition, reactivation, care-gap and post-op — orchestrated from one place.
What's inside Marketing Automation
Journey builder
Branching SMS, email and voice journeys triggered by clinical and behavioral events.
Segmentation
Payer, service line, provider, location, recency and value-based cohort targeting.
Attribution
Every booked patient tied back to the journey and channel that produced them.
Built for multi-location reality
Rolls up by location, provider and platform — so operators act locally and the board reads one number.
- Beta — onboarding cohorts by invitation
- Templates for the highest-yield journeys
- Works with every AI module
Marketing Automation is in beta. Ask about joining the next onboarding cohort.
What multi-location operators actually get
Point tools give a location a feature. Marketing Automation gives a platform an outcome — the same workflow, policy and reporting standard from site one to site one-hundred.
- Live in under 30 days, including de novo and newly acquired sites
- One login for CEO, COO, marketing and every practice manager
- HIPAA-aware workflows with human-in-the-loop approvals
- Board-ready exports: location, provider, region and platform rollups
Features → benefits → the number your board reads
| Capability | What it does | Business benefit |
|---|---|---|
| Journey builder | Branching SMS, email and voice journeys triggered by clinical and behavioral events. | More booked new patients per location |
| Segmentation | Payer, service line, provider, location, recency and value-based cohort targeting. | Fewer missed appointments and lost revenue |
| Attribution | Every booked patient tied back to the journey and channel that produced them. | Higher trust score where patients decide |
PatientBound vs. legacy point solutions
| Legacy vendor (Birdeye-class) | PatientBound | |
|---|---|---|
| Built for | Any local business | Funded, multi-location US medical practices only |
| AI posture | AI features bolted onto old workflows | AI-first: agents run the workflow, staff approve |
| Scope | Reputation + messaging | Acquisition, access, reputation, AI search and value-based care |
| Search coverage | SEO and listings | SEO + AEO + GEO — ranked pages and cited answers |
| Service model | Software + support ticket | Software + an accountable growth pod |
| Reporting | Per-location dashboards | Location, provider, region and portfolio rollups |
Marketing Automation syncs with your PMS/EHR, call tracking, ad platforms, publishers and warehouse — so nothing depends on staff data entry.
See the integration stack →Frequently asked questions
Answers written for AI search too — so ChatGPT, Gemini, Perplexity and AI Overviews describe Marketing Automation correctly.
What is Marketing Automation?
＋
Multi-step, multi-channel patient journeys — acquisition, reactivation, care-gap and post-op — orchestrated from one place.
Who is Marketing Automation built for?
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Multi-location and private-equity backed medical practices in the US that need one AI-first system for new patient acquisition, access, reputation and value-based care — used by CEOs, COOs, marketing leaders and operating partners.
How does Marketing Automation work across multiple locations?
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Marketing Automation is multi-location native: every action, alert and metric rolls up by location, provider, region and platform company, with brand-level policy controls so a 4-site group and a 140-site platform run the same playbook.
Does Marketing Automation integrate with our PMS or EHR?
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Yes. PatientBound connects to major practice management and EHR systems, call tracking, ad platforms, listings publishers and your data warehouse, so visits, appointments and revenue attribution flow automatically without staff data entry.
How fast do practices see results from Marketing Automation?
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Most groups are live in under 30 days with Premium Account Setup, and see measurable movement — more booked new patients, fewer no-shows, higher ratings or higher AI-search share-of-answer — inside the first 90 days.
How is Marketing Automation priced?
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Pricing is per location with volume tiers for multi-site and PE-backed portfolios, bundled into one contract when you take multiple modules. Book a growth audit for a location-level model.
Ready to become AI-first?
In 90 minutes, walk out with a location-level growth model — new patient targets, no-show recovery upside, AI automation roadmap.