What Can You Do With This Automation?
Extend care beyond the appointment with automated follow-ups that improve outcomes.
Care Instructions: Send personalized post-visit guidance
Medication Reminders: Help patients stay on track
Recovery Check-Ins: Automated surveys to monitor progress
Concern Escalation: Flag issues for provider review
Re-Appointment Scheduling: Prompt for follow-up visits
Automation Flow
| Trigger | Actions |
|---|---|
| Appointment completed | Send care instructions, schedule check-in |
| 3 days post-visit | Send recovery survey |
| Survey indicates concern | Alert provider, schedule call |
| Positive recovery | Send encouragement, schedule follow-up |
| Follow-up due | Send reminder to book next appointment |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Create care instruction templates
Set up check-in surveys
Enable the toggle to activate