Automated New Patient Digital Intake Package
When a new patient books, automated sequence sends digital intake forms via SMS and email
What This Automation Does
How It Works
New Patient Appointment
Tag new-patient detected
Welcome SMS
Complete intake forms before visit + link
Intake Package
Medical history, medications, allergies, insurance upload, consent
Forms Completed?
Check at 48hr, 24hr, 2hr before
Reminder (48hr)
Friendly reminder with forms link
This automation is included with your Intellivizz AI subscription.
Compliance & Security
HIPAA compliant
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