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
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
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA compliant
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