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115 automations found
Single family contact manages appointments for spouse, children, parents
Single family contact manages appointments for spouse, children, parents. One thread, individual tracking. Simplifies family booking, increases per-household visits.
Marketing funnel: paid ads → education → secure record upload → AI qualification → priority booking
Marketing funnel: paid ads → education → secure record upload → AI qualification → priority booking. Positions practice as expert authority.
AI identifies elevated-risk patients using age, conditions, visit dates, medications
AI identifies elevated-risk patients using age, conditions, visit dates, medications. Proactive outreach with personalized recommendations and booking.
Campaign to increase portal use: setup help, feature tutorials, incentives
Campaign to increase portal use: setup help, feature tutorials, incentives. Reduces calls for results, appointments, refills.
Detect and store language preference, route all communications through appropriate templates
Detect and store language preference, route all communications through appropriate templates. Supports Spanish, Mandarin, Vietnamese, Korean, and more.
B2B pipeline for wellness partnerships with local employers
B2B pipeline for wellness partnerships with local employers. Automated outreach to HR, proposals, employee onboarding, program management.
Monitor competitor reviews, services, pricing
Monitor competitor reviews, services, pricing. Auto-generate response campaigns highlighting your strengths in their weakness areas.
When patients message your Google Business Profile, AI instantly responds with service info, hours, and booking links
When patients message your Google Business Profile, AI instantly responds with service info, hours, and booking links. Captures leads who never even visit your website.
QR codes on lobby displays, business cards, community events
QR codes on lobby displays, business cards, community events. Scan → landing page → instant intake form → appointment booking. Perfect for health fairs and community outreach.
Every 6-12 months, prompt returning patients to update demographics, insurance, medications, allergies
Every 6-12 months, prompt returning patients to update demographics, insurance, medications, allergies. Prevents billing errors and ensures safety.
Specialized intake for minors: guardian identity verification, custody documentation, immunization records, school forms
Specialized intake for minors: guardian identity verification, custody documentation, immunization records, school forms, consent for treatment. Separate guardian and child records.
Detect workers' comp or motor vehicle accident cases at intake
Detect workers' comp or motor vehicle accident cases at intake. Route to specialized forms capturing accident details, employer info, attorney info, insurance adjusters. Prevents revenue loss from incorrect billing.