How do I enable or configure workflows?

Go to Settings > Reminders:

  • Each reminder has its own on/off switch
  • Each one shows what it sends and when, for example 48 hours before the visit

Intake includes the intake reminder email. Front Desk adds appointment reminders, the welcome message, and the no-show follow-up.

Get every patient ready before the visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk