Insights and email campaigns
Weekly suggestions from your numbers, and email campaigns to groups of patients.
Insights
Reports in the menu → Insights (managers, on the Clinic and Practice plans). Each Monday morning it suggests up to six things to try this week, from your own numbers: each with what it noticed and an idea. Make it a task puts one on Tasks; Refresh now gets new ones. The AI only ever sees numbers, never a patient's details; without AI, the suggestions come from rules.
Email campaigns
Draft a campaign picks a group (lapsed routine patients, regulars who aren't members, follow-ups due, members with appointments to use, or patients seen in the last two weeks, each with how many), and anything to include. Change the draft, press Approve, then Send the email now. It goes only to patients who agreed to hear from you, each with an unsubscribe link, and once only.
The draft also has a text and a social post, to copy into your own tools: Hally sends the email only.
Questions the SOPs didn't answer
Questions people asked Ask that your SOPs didn't cover, from the last 90 days, so you know which SOPs to write next.