Help your clinic give new patients a smooth, welcoming start by guiding them through forms, insurance details, and first-visit prep automatically.
What's Included
- Welcome message: Greet new patients and explain what to expect.
- Form collection: Gather demographics, history, and insurance up front.
- Document checklist: Track which items are complete or still missing.
- First-visit prep: Send directions, parking, and arrival instructions.
How To Use
- Trigger the sequence when a new patient is registered.
- Send welcome content and intake forms to complete.
- Let an AI agent track outstanding items and remind patients.
- Confirm everything is ready before the first appointment.
Pair with the Patient Intake Automation or explore automation recipes for a polished onboarding flow.
