Automate patient intake and compliance
Pre-built workflows for patient forms, appointment scheduling, and insurance verification. Reduce no-shows, eliminate paperwork, and free your staff for patient care.
What you get
Each workflow is tested, documented, and ready to import into your automation platform.
Patient Forms → EHR
New patient information from online intake forms flows directly into your EHR system. No retyping, no errors, no lost paperwork. HIPAA-compliant from submission to storage.
Trigger
Patient completes online intake form
Flow
Form → EHR record created → welcome email sent → insurance verification triggered → staff notified
Cut intake processing time from hours to seconds.
Appointment Scheduling → Calendar
Patients book appointments online and the slots appear on your calendar instantly. Automatic confirmations, reminders, and no-show recovery keep your schedule full.
Trigger
Patient books appointment online
Flow
Booking → calendar event created → confirmation email + SMS → 24h reminder → 2h reminder
Reduce no-shows by 40% with automated reminders.
Insurance Verification → Workflow
When a patient submits insurance details, verification runs automatically. Staff get notified only when there's an issue — not for every patient.
Trigger
Insurance details submitted via form
Flow
Form → verification API call → status logged in EHR → if issue: staff alert → if approved: confirmation to patient
Verify insurance eligibility before the patient walks in.
Pricing
Everything you buy is yours forever. No subscriptions required.
Healthcare Practice Package
Patient intake automation, appointment scheduling, insurance verification, no-show recovery, and staff notifications. Fully customizable.
What healthcare providers say
“We eliminated our paper intake forms entirely. Patients fill everything out online, and it appears in our EHR before they walk through the door.”
“The automated reminders cut our no-show rate from 22% to under 8%. That's thousands in recovered revenue every month.”
“Insurance verification used to take our front desk 30 minutes per patient. Now it's instant, and our staff can focus on actual patient care.”
Ready to automate your practice?
Book a free 30-minute call to discuss your workflows and get a custom package.