Patient Retention

Automated Patient Journeys.

Engage, retain, and refill with zero manual effort. ForgeMeds utilizes intelligent email and SMS sequences to guide patients from their first quiz through months of successful treatment.

Abandoned Checkout

If a lead completes the health quiz but drops off at the payment page, the system automatically triggers a recovery sequence to win them back.

+1 Hour SMS: "Don't lose your spot"
+24 Hours Email: Provider Introduction
+48 Hours Email: 10% Discount Offer

Patient Onboarding

Once prescribed, patients receive automated guidance on how to take their medication, manage side effects, and access their dashboard.

Payment Success Welcome & Next Steps
Medication Shipped Tracking Info & Video Guide
Day 3 (Post-delivery) SMS Check-in: "How are you?"

Automated Refills

Ensure patients stay compliant and on subscription. The system automatically prompts patients for monthly check-ins required by state laws.

  • Day 21: Automated email/SMS linking to the monthly refill questionnaire.
  • Day 24: Follow-up reminder if check-in is incomplete.
  • Day 28: Stripe successfully charges the card for month 2.

Win-Back Campaigns

If a patient cancels their subscription, they enter a long-term nurture sequence to reactivate them when they are ready to return.

  • 30 Days Post-Cancel: "Checking on your progress" survey.
  • 60 Days Post-Cancel: Educational content on maintaining results.
  • 90 Days Post-Cancel: Special reactivation discount offer.

The 30-Day Automation Cycle

Day 1

Quiz & Conversion

Patient completes assessment, pays via Stripe, and enters the CRM. Provider is notified via API.

Day 5

Delivery & Onboarding

Medication arrives. Automated email provides injection instructions and lifestyle guidelines.

Day 14

Mid-Cycle Check-in

Automated SMS asks: "Any side effects?" If they reply with issues, an alert is sent to the medical team.

Day 21

Refill Authorization Trigger

Patient receives link to complete their mandatory monthly check-in to unlock Month 2 medication.