Empty appointment slots and incomplete intake forms cost a clinic real money. This automation collects patient intake before the visit and sends the reminders that get people to show — so a small practice runs smoothly without a front-desk scramble. (Use within your own privacy and compliance rules.)
What's Included
- Pre-visit intake: patients complete forms before they arrive.
- Appointment records: each visit linked to the patient as connected projects.
- Reminder sequence: triggers send confirmations and day-before nudges.
- Private access: patient data secured with role-based permissions.
- Front-desk view: today's schedule and missing forms at a glance.
How To Use
- Clone the system and set your intake questions.
- Share the booking and intake link.
- Turn on reminder triggers.
- Review completed intake before each visit.
- Cut no-shows and front-desk chaos.
See clinic systems in the Community Gallery or open the client-portal generator.