How do I automate sending a video link to patients before a telehealth visit?

There are several approaches depending on your video platform and technical preference:

• Zapier/Make automation - set up a trigger on the appointment.created webhook event. The automation creates a video room (e.g., Zoom meeting), then sends the join link to the patient via email or SMS. Fully automatic, no manual steps
• Appointment notes workflow - when creating the appointment in Formisoft, paste the video link into the notes field. Include {{appointmentNotes}} in your reminder workflow template so the link is sent automatically with the appointment reminder
• Custom workflow message - create a workflow that sends a message 30 minutes before the appointment with the video link and instructions for joining
• Manual send - for smaller practices, simply text or email the patient the video link from the appointment detail page using the built-in SMS or email send feature