Automation Center
Visual workflow builder — demo
Patient Journey Automation
This is how a website visitor becomes a patient — fully automated
Website Visitor
Submits Inquiry
Lead enters CRM
Staff notified
Confirmation sent
Follow-up task created
Appointment scheduled
Patient reminder sent
Visit completed
Review request sent
New Website Lead
Trigger: New Website Lead
1Create CRM Lead
2Notify Staff
3Send Confirmation
4Create Follow-Up Task
5If No Appointment → Send Follow-Up
142 runs 130 success 11 failed
Appointment Request
Trigger: Appointment Request
1Send Confirmation
2Staff Notification
3Reminder 24h Before
4Check-in Link
89 runs 81 success 7 failed
Completed Appointment
Trigger: Appointment Completed
1Send Follow-Up Message
2Review Request
3Schedule Next Visit
67 runs 61 success 5 failed
Inactive Patient
Trigger: 90 Days Inactive
1Re-Engagement Email
2We Miss You Offer
3Follow-Up Call Task
34 runs 31 success 2 failed
No-Show Recovery
Trigger: Appointment No-Show
1Staff Alert
2Reschedule Text
33-Day Follow-Up Call
12 runs 11 success 0 failed