Workflow Automation

Predefined 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 follow-up. Workflows eliminate manual follow-up and ensure no patient falls through the cracks.

Related terms

• Appointment ReminderAn 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 RequestAn 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 or a public review site.
• No-Show Follow-UpAn 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.