Guide

Email and SMS for Clinics: How They Work With Paid Ads

MedScale doesn't run email or SMS. Your team or a lifecycle partner does. Here is how follow-up and paid ads fit together.

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The short answer

MedScale doesn't run email or SMS. Follow-up, reminders, reactivation and refill messages belong to your team or a lifecycle partner on a sender covered by a BAA. We run the paid side: the ads, the landing pages and the tracking. The two meet at one moment, when a paid lead lands in your CRM, and how fast and how carefully that lead hears back decides whether the ad spend turns into a booking.

How they fit together

Who runs what, and where paid helps.

Who runs whatYour team or a lifecycle partner runs the sender, the sequences and the consent records. MedScale runs the ads, the landing pages and the tracking.
The handoffOur landing pages pass each lead to your CRM or booking tool the moment the form lands, so your follow-up starts straight away.
ConsentThe forms we build capture consent to be contacted in the wording your counsel approves, so your partner has a record before the first text.
No lists to ad platformsWe never upload your patient or lead lists to Meta or Google as audiences. On a health brand, a customer list is a list of people with a health interest.
MeasurementThe tracking records the booking whichever message produced it, so a lead that books after a reminder is still credited to the ad that brought it.

What MedScale runs on the paid side

  • Ad landing pages with consent captured on every form
  • Lead handoff to your CRM or booking tool
  • Server-side tracking from the ad click to the booking
  • A Monday report showing bookings by campaign

The services that do this

The report reads the same whichever services you buy, because all of them run on the same server-side tracking. See how the tiers bundle them.

Next step

Get the paid side planned around the partners you already have.

The free Growth Audit reads your ads, landing pages and tracking and hands back a written 90-day plan for the paid side. You keep it whether or not we work together.

Common questions

What people ask us about this.

Does MedScale run email and SMS?

No. MedScale runs paid acquisition only. Your team or a lifecycle partner runs the sender and the sequences, and MedScale makes sure every paid lead reaches them with consent recorded.

Is texting patients HIPAA compliant?

It can be. Three things have to be true: the sending platform is under a BAA, the message contains no PHI beyond what the patient needs to act on (a booking link, an appointment time), and the patient gave consent to be texted. Your sender and your counsel own those three; MedScale captures consent on the forms it builds.

We already use GoHighLevel or Klaviyo. Does that change anything for ads?

No. MedScale hands leads to whichever CRM or booking tool you use and records the booking from there. What matters for the ads is that the booking is recorded, not which platform sent the reminder.

What counts as PHI in a marketing message?

Anything that ties an identifiable person to a condition, a medication or a treatment. "Your GLP-1 refill is due" in a subject line is PHI. "Your refill is due" with the detail behind a login is not. Segment names follow the same rule, because a leaked audience list is a breach.

Can you text a list from three years ago?

MedScale doesn't send texts. Before your partner does, they should check when consent was captured and what it covered, because the TCPA (the federal law on marketing texts and calls) requires prior express consent.

Growth audit

See where your growth is leaking.

We audit the ads, the landing pages, the tracking and the compliance posture, then hand you the roadmap. The people writing it have run the same funnel from the inside. You keep it whether or not we work together.

Reviewed
Funnel, tracking, and compliance posture
Discussed
One 30-minute call with the operator on your account
Delivered
A written roadmap within 5 business days