Workflow Automation

Workflow Automation

Set reminders on on-off or recurring schedules to reduce no-shows and improve collections.

Create powerful automation:

In just a few clicks. From setup to activation, streamline workflows and let your system work smarter for you.

Create Powerful Automations

Templates for Healthcare

Templates that Talk Healthcare:

Choose ready-to-use, clinically relevant message templates for faster, smarter patient communication.

Master Patient Search:

One view for demographics, clinical records, immunotherapy schedules, and billing details across your practice.

Master Patient Search Automation

Start Automation That Works for You

Appointment Reminders & Follow-Ups

Automatically send reminders based on appointment date.
Reduce no-shows with recurring reminders (daily/weekly triggers).

Medication & Treatment Reminders

Send alerts for injection due dates or last prescription refill.
Automate care plan reminders to improve adherence.

Billing & Balance Notifications

Trigger reminders when a patient’s balance amount is pending.

Personalized Health Outreach

Use conditions like DOB, ICT/CPT codes, or provider to target specific patient groups.

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Ready To Transform Your Patient Engagement and Billing Workflow?

Download Lookbook

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