Marketing Automation Platform

From Patient Data to Booked Appointments

Most hospital 'marketing' is a spreadsheet and a bulk SMS vendor. PEP starts from clinical data -- cohort-based segmentation, multi-channel journeys, care gap campaigns, and full-funnel ROI attribution. From patient identification to revenue in your bank account.

0.0x
Campaign ROI -- measured in attributed revenue, not clicks
0%
Outreach-to-Booking conversion
0+
Care Gap Definitions across 30+ conditions
0
Channels (WA/SMS/Email/Voice)
Instant
Message Generation -- personalized, multilingual
0%
Consent-Driven

The PEP Engine

Four capabilities, one pipeline. Clinical data flows in, booked appointments come out.

CS

Cohorts & Segmentation

Patient groups built from clinical data, not CSV uploads

Segment by condition, risk score, visit history, care gap status, and demographics. Type "diabetic patients over 50 with HbA1c above 7" -- that becomes a live audience in seconds. Segments auto-refresh as DataCloud processes new data.

NL Cohort BuilderLive AudiencesClinical DimensionsAuto-Refresh
JB

Journey Builder & Campaigns

Visual multi-step flows your ops team owns

Branch by patient response, channel preference, and time of day. New care gap detected? Journey starts automatically. Annual screenings, post-surgery follow-ups, medication adherence reminders -- all scheduled. Consent gates at every step.

Visual BuilderAuto-TriggersBranching LogicConsent Gates
4C

Four Channels, One Campaign

WhatsApp, SMS, Email, Voice -- PEP picks what works

Channel selection is based on what actually gets responses from each patient, not a static preference field. Messages generated in Hindi and English, personalized to condition, care pathway, and communication history.

WhatsAppSMSEmailVoice AIML-Scored Routing
CG

Care Gap Activation & Closure

200+ protocols detecting missed screenings automatically

Missed screenings, overdue tests, skipped follow-ups -- detected from clinical data. Each gap triggers a closure workflow: identify, message, book, confirm, close. Revenue opportunity quantified per gap. 30+ disease conditions covered.

Auto-DetectionClosure WorkflowsRevenue per Gap30+ Conditions

ROI Attribution & Measurement

Not open rates. Not click-through rates. Attributed revenue.

1
847
Patients Identified
2
612
Messages Sent
3
203
Appointments Booked
4
33%
Conversion Rate
5
₹18.7L
Revenue Generated
6
₹3.5L
PEP Monthly Cost
7
5.3x
ROI

847 patients identified → 612 messages sent → 203 appointments booked →  ₹18.7L revenue

PEP monthly cost ₹3.5L · ROI 5.3x · Payback in under 6 days

Integrations & Data Sync

PEP never connects to your HIS directly. All data flows through DataCloud's golden records.

DS

Zero Custom Integration Code

Live and batch sync with HIS, EMR, CRM -- all through DataCloud. Subscription audiences auto-update from DataCloud cohorts. Clinical events trigger campaigns. Audit trail on every message sent. No custom integration code per hospital. That last point matters when you are rolling out to your 10th location.

HIS SyncEMR SyncCRM SyncEvent TriggersAudit Trail

Communication Compliance Built In

Most platforms handle consent as an afterthought -- a checkbox somewhere in the UI. PEP bakes it into the delivery layer: consent models, channel preferences, delivery windows, rate caps, and blocklists.

CM

Consent Model Engine

Supports both OPT_IN (explicit permission required) and OPT_OUT (implicit permission until revoked) consent models. Strict mode available for regulatory compliance. Every preference change is recorded with actor, timestamp, source, and reason.

EP

Entity Communication Profiles

Pre-calculated permission flags per entity per channel: can_receive_sms, can_receive_email, can_receive_whatsapp, can_receive_promotional, can_receive_transactional. Profiles built from golden records, enriched with preferences, filtered through blocklists.

BL

Multi-Level Blocklist Engine

Entity-level blocks (deceased patients, global opt-outs) and communication-ID-level blocks (invalid emails, bounced numbers, do-not-call registry). Evaluated automatically during profile builds.

UP

User Preference Management

Tracks preferred channel, preferred language, allowed and blocked channels per entity. Preference events (opt-in, opt-out) flow through an event processor that maintains current state with full audit trail.

Channel Delivery Controls

Every channel (SMS, Email, WhatsApp) is independently configured with rate limits, delivery windows, and gap rules to prevent message fatigue and ensure compliance.

Per-Entity Rate Capping

  • Hourly, daily, weekly, and monthly limits per entity per channel
  • Global caps to control overall system throughput
  • Separate limits for batch, live, and one-time messages

Delivery Windows

  • Day-of-week and time-of-day scheduling per channel
  • Patient-local timezone awareness for respectful delivery
  • Separate windows for weekdays, Saturdays, and Sundays

Gap & Cooldown Rules

  • Batch gap: minimum hours between campaign messages
  • Live gap: minimum minutes between real-time messages
  • Cooldown before transactional messages

Fallback & Routing

  • Automatic channel fallback when primary delivery fails
  • Configurable delay before fallback activation
  • Dynamic channel selection based on entity preferences

A/B Testing, Personalization & Delivery

Every campaign gets smarter. Test content, channels, and timing. Personalize with patient-specific clinical data. Deliver across four channels with automatic fallback.

A/B Testing & Personalization

Built-in A/B testing across message content, channel selection, and send timing. Content personalization engine merges patient-specific data into templates. Cooldown periods prevent message fatigue. PEP learns which variant wins and shifts traffic automatically.

Multi-Channel Delivery

Unified delivery across SMS, Email, WhatsApp, and voice channels. Entity communication profiles track patient channel preferences and opt-in status. Automatic fallback routing when primary channels fail. One campaign, four channels, zero manual routing.

Morning Intelligence Brief

8 AM. Your team opens one screen. Prioritized action plan for the day. No one had to build a report. No one queried a BI tool.

Critical Follow-ups17 patients
  • Post-cardiac surgery patients overdue for 2-week check -- these are the ones that turn into readmissions
  • Diabetic patients with elevated HbA1c requiring medication review
  • Post-surgical patients who missed their follow-up window
Recall Opportunities43 patients
  • Annual health check reminders due this week
  • Orthopedic patients overdue for imaging follow-up
  • Maternity patients due for scheduled scans
Engagement Wins (Yesterday)Yesterday's wins
  • 34 appointments booked from outreach campaigns
  • 12 care gaps closed via automated follow-ups
  • ₹4.2L revenue attributed to PEP engagement
AI InsightWhat PEP learned
  • WhatsApp conversion rate 3.2x higher than SMS for under-40 cohort
  • Morning 9-10 AM slot shows 47% higher appointment confirmation rate
  • Hindi messages outperform English by 28% for Tier-2 city patients

How PEP Works

Raw hospital data in. Attributed revenue out. Five steps.

1

Ingest

150+ formats

DataCloud pulls live and batch data from your hospital systems and builds golden patient records. Fragmented data in, unified profiles out.

2

Segment

NL cohort builder

Define audiences from clinical dimensions -- condition, risk score, visit history, care gap status. Type a natural language query. Get a live cohort.

3

Journey

Config, not code

Multi-step engagement flows with branching by patient response, channel preference, and time of day. Every journey is config. Your ops team owns it.

4

Deliver

4 channels

WhatsApp, SMS, Email, or Voice AI. PEP picks the channel based on what actually works for each patient -- not a static preference setting.

5

Measure

5.3x ROI

Full-funnel attribution: patient identified, message sent, appointment booked, revenue realized. Not vanity metrics. Actual rupees.

Full-Funnel Campaign Engine

Audience building through content creation, ML-scored delivery, live messaging, and revenue attribution. All config. Your ops team runs it.

NL

NL-Powered Cohort Builder

Type "diabetic patients over 50 with HbA1c above 7" and get a live audience in seconds. No SQL. No analyst queue. Clinical dimensions include condition, risk score, visit history, and demographics.

JB

Visual Journey Builder

Branch by patient response, channel preference, time of day. Trigger-based or scheduled. Batch campaigns, one-time sends, and live message feeds -- all from the same builder. Your ops team owns it.

4C

ML-Scored Channel Routing

WhatsApp, SMS, Email, Voice AI -- all from one campaign. Channel selection is ML-scored per patient based on historical response patterns. Not a static preference -- the system learns what works.

CT

Content Templates (A/B, Multi-Language)

A/B variant testing built into every campaign. Multi-language content in Hindi and English. Channel-specific rendering -- the same message adapts to WhatsApp, SMS, and email formats automatically.

CG

Care Gap Activation

Missed screening? Overdue test? Skipped follow-up? DataCloud detects the gap, PEP activates the campaign. Automated closure workflows: identify, message, book, confirm, close. Revenue quantified per gap.

LM

Live Message Orchestration

Not just batch campaigns. Live message feeds generate and deliver messages in real time as clinical events happen -- new lab result, discharge event, appointment cancellation. Immediate, contextual outreach.

DT

Delivery Tracking & Attribution

Full delivery lifecycle: sent, delivered, read, clicked, converted. Short link tracking for URL attribution. Per-campaign, per-channel, per-condition ROI. Actual rupees, not vanity metrics.

CM

Consent & Compliance Engine

Opt-out honored across all channels, instantly. Entity communication profiles with per-channel permission flags. Blocklist enforcement, rate capping, delivery windows, and cooldown rules. Every message audited.

Real Numbers

From production campaigns, not projections.

“847 patients identified → 612 messages sent → 203 appointments booked → ₹18.7L revenue. ROI: 5.3x. Payback: under 6 days.”

“Morning intelligence brief: 17 critical follow-ups, 43 recall opportunities, 34 appointments booked yesterday, channel optimization insights — delivered before 9 AM.”

“WhatsApp conversion rate 3.2x higher than SMS for under-40 cohort. Hindi messages outperform English by 28% in Tier-2 cities. PEP learns and optimizes.”

PEP Architecture

Data sources at the bottom, patient channels at the top. Segmentation and campaign execution in between.

Data Sources
DataCloud
Golden patient records
NovaHub API
Real-time data access
Hospital HIS
Live system sync
Segmentation Engine
Cohort Builder
NL-powered audiences
Care Gap Engine
200+ protocol definitions
Subscription Audiences
Real-time sync
Campaign Engine
Journey Builder
Visual multi-step flows
Message Generator
AI multilingual
Channel Router
Preference-optimized
Scheduler
Time-based triggers
Channels
WhatsApp
Conversational AI
SMS
Multilingual
Email
Personalized
Voice AI
Real-time calls

Frequently Asked Questions

How does PEP get patient data?

Through DataCloud golden records, via live and batch sync. PEP never touches your HIS directly -- all data flows through DataCloud's unified patient records. This is by design.

Can we run campaigns without DataCloud?

No. DataCloud is the data foundation. PEP's segmentation, personalization, and ROI attribution all depend on golden records and clinical intelligence. Without DataCloud, PEP would just be another bulk messaging tool -- and the world has enough of those.

How is ROI calculated?

Full funnel: patients identified, messages sent, appointments booked, revenue collected. Per-campaign, per-channel, per-condition. We track attributed revenue -- not open rates, not click-through rates.

What channels are supported?

WhatsApp, SMS, Email, and Voice AI. Channel selection is auto-optimized by patient preference and historical response data.

How are care gap campaigns different?

They are auto-triggered. 200+ clinical protocol definitions run continuously. When DataCloud detects a missed screening or overdue test, PEP activates the corresponding campaign. No one has to notice the gap manually.

Is messaging consent-managed?

Yes. Opt-out is honored across all channels, immediately, with a complete audit trail. Patient preferences for language, channel, and timing are enforced in every interaction. This is non-negotiable in healthcare.

See PEP in Action

Morning intelligence brief, care gap campaigns, full-funnel ROI. We will show you what your hospital data can actually do.