Workflow Automation
HealthcarePredefined sequences of actions triggered by events. For example, when a patient books an appointment, the system automatically sends a confirmation, schedules a reminder for 24 hours before, emails an intake link, and queues a post-visit review request. Workflows eliminate manual follow-up and ensure no patient falls through the cracks.
Related terms
Appointment Reminder
An automated SMS or email sent to a patient before their scheduled appointment, typically 24 or 48 hours in advance. Reminders reduce no-show rates by keeping the appointment top of mind and giving patients a chance to confirm or reschedule. Most platforms allow customizable timing and message templates.
Review Request
An automated message sent to patients after their visit asking them to rate their experience. The request typically includes a link to a short satisfaction survey. Based on the patient's rating, they are either directed to leave a public review (if happy) or provide private feedback (if unhappy).
No-Show Follow-Up
An automated message sent to patients who missed their appointment, encouraging them to reschedule. Typically sent within hours of the missed visit via SMS or email. Follow-ups re-engage patients who forgot rather than letting them fall off the schedule entirely.
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