What Can You Do With This Automation?
Give patients a smooth onboarding experience while reducing administrative burden.
Digital Forms: Collect medical history, consent, and insurance info
Pre-Appointment Prep: Send forms before first visit
Document Organization: File patient documents automatically
Provider Notification: Alert care team of new patient details
Welcome Communication: Send practice information and directions
Automation Flow
| Trigger | Actions |
|---|---|
| Appointment booked | Send intake forms link |
| Forms completed | Organize documents, notify provider |
| 24 hours before appointment | Send reminder with directions |
| Appointment completed | Schedule follow-up, send care instructions |
| Forms incomplete (24h out) | Send reminder to complete forms |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Customize intake forms for your practice
Configure reminder timing
Enable the toggle to activate