Presented live by Harrison Kuegler (Founder, Recura), Erika Wester (Head of Solutions, Recura), and Chrysanthi from the PatientNow team.

If you've been using PatientNow for any length of time, you're sitting on something genuinely valuable: years of patient history, treatment records, spend data, visit frequency, and membership status. The challenge has never been a lack of data. It's been knowing what to do with it, and having the bandwidth to act.

Most practices end up doing one of two things. They either ignore the data entirely and pour more budget into acquiring new patients, or they manually export reports, build filtered lists, and try to run outreach campaigns that collapse the moment a patient replies.

Here's the pattern that kept coming up: a practice has hundreds of lapsed patients who haven't been in for six months or more. They run a win-back campaign. Every reply lands on the front desk. The front desk is already juggling phones, check-ins, and scheduling. The outreach stalls. Dormant patients quietly fade away — not because they weren't interested, but because nobody followed up at the right time.

Growth ends up depending on someone remembering to act. That's not a system. That's hope.

Introducing Connect by PatientNow

Connect is a native integration that syncs your PatientNow patient data directly into Recura on a daily basis. We're talking the full picture: demographics, lifetime spend, last payment amount, membership type and status, first and last seen dates, full appointment history, upcoming bookings, cancellation reasons, preferred services, and provider history.

That data powers three things that now happen automatically inside Recura: AI-powered segmentation, automated outreach across SMS and voice, and fully autonomous rebooking where Recura manages the entire conversation from first message to confirmed appointment — without any staff involvement.

PatientNow gets you the right list. Recura works it.

How It Works in Three Steps

1. Build Your Audience
Start from a ready-made template, describe your audience to AI Copilot in plain language, or build a segment from scratch. Your PatientNow data powers all three. No exports, no manual filtering, no spreadsheets.

2. Launch Your Outreach
Enroll your audience in a personalized outreach sequence via SMS, voice, or both. Recura handles the timing, the messaging cadence, and all follow-ups. You choose the channel. Recura does the rest.

3. Watch Appointments Appear
Recura responds to replies, answers questions, suggests availability, and books directly into your PatientNow schedule. No front desk involvement required. New appointments just show up on the calendar.

Describe Your Audience in Plain Language

One of the biggest friction points in patient outreach has always been the segmentation step. Getting the right list means exporting reports, applying filters, cross-referencing dates, and hoping nothing is stale by the time you send. It's time-consuming enough that most practices skip personalization entirely and blast their whole list.

Recura's AI Copilot removes that friction entirely. You just describe the audience the way you'd naturally think about them, and the system builds the segment instantly from your live PatientNow data. For example:

• "Find patients who haven't booked in 120 days but spent $1,000+ last year"
• "Show me the top 20% of highest spenders who aren't on a membership"
• "Find all patients who've had Botox but never tried filler"

The AI translates your plain-language description into a precise segment using your real PatientNow fields — in seconds. You can also speak directly to AI Copilot by voice. If you'd rather start with something pre-built, there are ready-made templates for your most common revenue opportunities: lapsed patients, VIP clients, new leads, and more.

Six Outreach Campaigns You Can Run Today

Here are the use cases we walked through live on the webinar — the exact campaigns that have driven real rebooking results for practices using Connect.

Dormant Patient Recovery
Patients who haven't been in for six months or more. Build a targeted win-back campaign with a re-engagement offer. Because you're working from a specific behavioral segment rather than a general blast, the message lands at the right time for the right people.

Membership Upsell
High spenders who haven't joined your membership program yet. Show them the math — how much they could have saved last year with a membership. Let the numbers do the talking, and let Recura handle the conversation when they respond.

Lapsed Member Win-Back
The 90-day window after a membership expires is your best shot at renewal. Pair a renewal incentive with a voice AI follow-up to convert them back before they're truly gone.

VIP Early Access
Reward your top spenders and referrers with first access to promos and premium services. A simple way to make your best patients feel like insiders rather than just another name on a list.

The 90-Day Botox Reminder
When Botox starts to wear off, your patients know it too — they just haven't thought to book yet. A gentle, timely message at day 85 drives real activation without feeling pushy. This is a great example of an automation that runs entirely on service history data from PatientNow.

Cross-Sell Campaigns
Botox loyalists who've never tried filler. GLP-1 patients who'd be strong candidates for Emsculpt. The key is connecting what they've already done to what makes sense next — and using their existing service history to make the outreach feel relevant rather than random.

The common thread across all of these: the data you already have is doing the work. You're not guessing. You're responding to real signals with the right message at the right time.

Also New: Deposit Collection

High-value appointments sitting unconfirmed carry real risk. No-shows and last-minute cancellations cost practices thousands every month. Recura now automatically secures a deposit at the time of booking, so that slot is protected before the patient arrives.

Here's how the flow works:

• Recura's AI books the appointment and immediately sends the patient a secure payment link via text
• The appointment is held as pending for 30 minutes while Recura sends automated payment nudges
• If the patient completes the deposit, the booking is confirmed and appears in PatientNow
• If payment isn't received within 30 minutes, the slot is released and opens for other patients
• All deposit activity is tracked in a dedicated dashboard view, so you always know what's pending, confirmed, or expired

We ran a live demo of this during the webinar — Harrison booked a real laser hair removal appointment through the AI voice agent, received the deposit link via text, and completed payment on screen in real time. The entire experience from AI booking to confirmed deposit took under three minutes. No front desk involvement. No chasing payments. Fewer no-shows and more predictable daily revenue.

What This Costs

Connect by PatientNow is included in all existing Recura packages at no additional cost. The same usage-based pricing structure you're already on applies to outreach to your existing patient base — no separate charge for accessing or acting on your PatientNow data.

How to Turn It On

If you're an existing PatientNow and Recura customer, there's no configuration required on your end and no downtime. The Recura team handles the setup and data sync entirely in the background.

To get started, email onboarding@recura.ai and reply "Yes" — we'll take care of everything from there and follow up with specifics about your rollout timeline. If you've already spoken with someone from our team and confirmed your interest, you're on the list. A quick email to onboarding is all it takes to confirm.

Questions? You can also reach us at support@recura.ai.

‍