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End-of-Year FSA and HSA Benefit Expiration Broadcast Campaigns
Millions of dollars in patient flexible spending funds expire on December 31. Proactive multi-channel broadcast messaging captures these funds for your practice.
FSA and HSA expiration broadcast campaigns are targeted Q4 automated messaging sweeps across SMS, voice, and WhatsApp reminding patients to utilize expiring health dollars on prescription eyewear and exams.
$4.2B Estimated flexible spending account funds forfeited annually by consumers nationwide.
+38% Spike in Q4 prescription frame sales when launching segmented broadcast reminders.
4 Touchpoints Recommended automated campaign cadence deployed between October and late December.
95% Schedule density achieved during final December exam weeks using automated booking triggers.
When should an optometry practice initiate FSA expiration broadcast campaigns?
The optimal window begins in mid-October. Early messaging secures exam slots before end-of-year schedule congestion, while follow-up December broadcasts target patients purchasing backup prescription glasses, prescription sunglasses, or contact lens annual supplies using remaining funds to maximize revenue potential.
Can Pitchit segment broadcast lists based on patient purchasing history?
Yes. Pitchit filters patient databases by last exam date and eyewear purchase history, allowing you to send tailored messages to contact lens wearers, frame buyers, or patients due for comprehensive care for higher conversion efficacy.
