Marketing and content workflow
Growth
How to move from consented patient cases into planner items, scheduled posts, guarded copy, and simple reporting.
What matters most
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Built for local-first workflow support rather than third-party AI or LLM dependence.
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Keeps patient consent, imagery, copy, and publishing state joined up in one operational flow.
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Adds deterministic copy guardrails before anything is treated as ready to post.
Recommended workflow
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Start in the marketing queue, where patients are grouped into ready, anonymised-only, or needs-prep states.
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Use the planner when a case is worth developing into a real content item with a channel, angle, and publish path.
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Use the weekly schedule to spot approved content that still needs a date and upcoming posts that need final checks.
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Use the reporting page as the lightweight publishing history for what has gone out and what is getting stuck.
What makes a case ready
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A usable before-and-after pair should exist before a case is treated as approval-ready.
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At least one image should be explicitly marked for marketing use so exports are safe and deliberate.
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There must be active marketing consent or anonymised-only consent recorded against the patient.
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If the consent is anonymised-only, the copy and imagery should stay educational and non-identifying.
Copy guardrails
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Local guardrails flag risky claims like guaranteed, miracle, instant, painless, or permanent wording.
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The planner also checks for identifying details like patient names or email-style text in copy.
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A primary caption should exist before staff move an item into approved or posted status.
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These checks are deterministic and local, so no patient data needs to leave the platform to use them.
Channel variants
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The planner can generate deterministic variants for Instagram, Facebook, TikTok, and website copy.
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These are templates with channel-specific tone and length rather than generated by an external model.
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Use variants as a starting point, then edit them with the clinic voice before approval.
How to use reporting
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Use content reporting to see what is upcoming, what was recently posted, and which channels are being used most.
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Watch the approved-but-unscheduled list to stop good content from stalling after sign-off.
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Use the dashboard content alerts to catch blocked drafts and unscheduled approved pieces in the daily ops flow.