Returning Patient Update Forms
Every 6-12 months, prompt returning patients to update demographics, insurance, medications, allergies
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Every 6-12 months, prompt returning patients to update demographics, insurance, medications, allergies. Prevents billing errors and ensures safety.
How It Works
1
Update Due (12 months)
last_update_date + 12mo
2
Update Request
Quick update before your visit — takes 2 minutes
3
Update Form
Demographics, insurance, medications, emergency contact, allergies
4
Completed?
Check at 48hr before next appointment
5
Reminder
Please complete your update before tomorrow's visit
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