Automations
Clinic routines
that
run
on your rules
Follow-up, routing, reminders and handoffs run as you configure them, with named owners responsible and ready to step in when a patient needs a person.
What routines take care of
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Prompt replies to new enquiries
New enquiries are acknowledged and followed up as you configure, while the interest is still fresh.
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Patients who know what comes next
Patients hear from your clinic when an appointment is booked, moved or cancelled, with the preparation they need beforehand.
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A team that keeps work moving
When a task is done or a set condition is met, the next step is created for a named person to pick up.
Your rules, your people
Every enquiry reaches its owner
New enquiries receive an acknowledgement and are routed by programme, location or source to a named owner, who is notified to follow up.
Follow-up that knows when to stop
Follow-up keeps a steady pace and is set to stop when the person books, replies or opts out.
Reminders on your clinic's timing
Confirmations, preparation instructions and change notices go out as appointments are booked, moved or cancelled. Reminders for appointments, forms and payments follow the timing you choose.
Tasks and handoffs with a named owner
Rules create tasks, assign owners and update records when set conditions are met, such as new results arriving or a package running low. Handoffs pass the context to the next named person.
Published and reviewed by your team
You decide which routines run, publish them when they are ready and manage them in one place. Your team can review what has run and pause a routine when a situation calls for a personal approach.
Where routines fit in the clinic day
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Use scenario
A new enquiry arrives through a form and its owner is notified to follow up
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Use scenario
A person replies to a follow-up email and the sequence stops
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Use scenario
A patient moves an appointment and receives the updated preparation instructions
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Use scenario
A contact is tagged as a customer and a follow-up task is created for the team
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Use scenario
A package is running low and the coordinator receives a task to follow up
What Automations can do
Configured routines for enquiries, bookings and team work, with people responsible for them.
Enquiry acknowledgements
A reply sent as soon as a new enquiry arrives.
Paced follow-up
Follow-up that stops when someone books, replies or opts out.
Routing and ownership
Enquiries routed by programme, location or source to a named owner.
Booking notices
Confirmations, preparation instructions and change notices.
Reminders
Appointment, form and payment reminders on your timing.
Tasks and owners
Tasks created and assigned when set conditions are met.
Handoffs
Context passed on to the next named person.
Publish, manage and history
Routines published when ready, managed in one place, with a record of what has run.
