When patients haven’t submitted their initial form, it can lead to incomplete records and potential delays in their care. A follow-up form is essential to ensure that every patient provides the necessary information. With Cliniq Apps, automating this follow-up process not only saves time but also ensures that reminders are sent in a timely manner. In this guide, we assume that your patient form is already prepared and focus on setting up the automation.
Step-by-Step Guide to Create the Follow-Up Automation
1. Navigate to Automations
Go to the Automations section in your Cliniq Apps dashboard.
Click Create New Automation.
2. Name Your Automation
Enter the name Follow-up Patient Form (avoid using special characters).
3. Assign the Unsubscription Category
Set the unsubscription category to A for Patient Form (Follow-up).
4. Define the Automation Type
Select Patient Form (Follow-up) as the automation type.
Choose One-Time Automation.
5. Select the Target Audience
Click SELECT and choose Patients with Appointments.
6. Set Up the Filters
Clinic Location:
Select a specific location or choose All Locations to apply the automation practice-wide.
Appointment Filter:
Click the green "and" button and select the Their Appointment filter.
• Keep the condition as More Than.
• Change the time unit from minutes to days and set it to 2 days to focus on patients with an appointment exactly 2 days away.
• Change First Appointment to Next Appointment.
Appointment Date Filter:
Click the white "and" button and select appointment date.
• Set the condition to appointment date is between 2 days in the future and 3 days in the future. This ensures the automation targets patients with appointments precisely 2 days away.
Exclusion Filter:
Click the green "and" button, choose their treatment notes & tags
Type the keyword that will be used to exclude the patient from the automation in the "any of these" text box.
Contact us if you want to know more about this.
7. Configure the SMS Form Action
Action Path:
Click then → Communicate with my patient or my team.
Select Communicate with patient.
Setup:
Choose send patient form sms.
Select the SMS form template you have prepared.
Delay:
Set a delay of 15 minutes after the patient enters the automation. This ensures that the message is sent promptly after enrollment.
8. Save and Activate the Automation
Click Apply Changes.
Then, click Save Automation to store your settings.
Finally, click the PLAY (▶️) button to activate your Follow-up Patient Form automation.
This automation is designed to work within a precise timing window: by targeting patients with upcoming appointments in 2 days and sending a follow-up SMS after a brief 15-minute delay, you ensure that reminders are both timely and relevant. With Cliniq Apps managing this process, you can focus on patient care knowing that your follow-up system is efficiently and reliably in place.
By automating these essential tasks, Cliniq Apps helps minimize missed form submissions and streamlines patient communications, ultimately contributing to improved workflow and better patient outcomes.
Need Assistance?
If you have any questions or require further support with Cliniq Apps, please chat with us via the Cliniq Apps messenger or email us at support@cliniqapps.com.
Enjoy growing your practice with Cliniq Apps! 🚀
