Read this first
Illustrative designs. Each row is a planning pattern. It is not evidence of a completed client engagement and lists metrics to track, not results. Validate identity, consent and data quality in your own environment first.
Starting journey
Ten use cases
| Category | Use case | Trigger | Adobe components | Channel | KPI to measure |
|---|---|---|---|---|---|
| Onboarding | Day-0 to day-30 appointment onboarding series | appointment created | AJO | Email, push | 30-day activation |
| Onboarding | Welcome-back journey for a patient returning after setup | return after 14 days | AJO | Push | Return engagement |
| Engagement | Content recommendation after portal-login | portal-login | Decisioning | Web, email | Content engagement |
| Win-back | What-has-changed message for a returning patient | return after long gap | AJO | Email, web | Re-engagement |
| Win-back | Quote or cart revival with context | abandoned missed-appointment | AJO | Email, SMS | Revival rate |
| Service and support | Post-resolution survey | case closed | AJO | Survey response | |
| Service and support | Known-issue notice to affected patients | affected audience | RTCDP | Email, banner | Complaint reduction |
| Service and support | Warranty or entitlement reminder | entitlement date | AJO | Claims or renewals | |
| Measurement and governance | Consent audit report | consent change | Consent datasets | Report | Consent coverage |
| Measurement and governance | Data-label and policy enforcement check | activation request | Governance policies | Check | Blocked non-compliant activations |
Data you will need
- Appointment and scheduling events
- Patient portal events (non-clinical)
- Communication preferences
- Provider directory
- Consent records
Governance for healthcare providers
Do not place clinical data in the marketing platform; run every message design through compliance review.
- Check consent and channel permissions before every send
- Use a holdout group so the KPI shows real lift
- Document data sources, owners and retention
Build or learn this
Frequently asked questions
Are these healthcare providers use cases client results?
No. They are illustrative design patterns. Real client work is published only with written approval and evidence.
Which Adobe products are involved?
Mostly Experience Platform, Real-Time CDP, Journey Optimizer and Customer Journey Analytics, with Web SDK for data collection.
Last updated: