Automated New Patient Digital Intake Package
When a new patient books, automated sequence sends digital intake forms via SMS and email
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
When a new patient books, automated sequence sends digital intake forms via SMS and email. Reminders escalate if forms aren't completed 48hr before appointment.
How It Works
1
New Patient Appointment
Tag new-patient detected
2
Welcome SMS
Complete intake forms before visit + link
3
Intake Package
Medical history, medications, allergies, insurance upload, consent
4
Forms Completed?
Check at 48hr, 24hr, 2hr before
5
Reminder (48hr)
Friendly reminder with forms link
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant