Streamlining the onboarding of new patients can significantly enhance your clinic's efficiency and patient experience. This guide will help you set up automation in Cliniq Apps to automatically send patient intake forms right after they book their first appointment. It assumes you've already created your Email and SMS forms. If you haven't, please first follow these dedicated guides:
Creating the Automation
Step 1: Start New Automation
Go to Automations.
Click New Automation.
Step 2: Name and Categorize
Name your automation clearly, e.g., New Patient Form (avoid special characters).
Choose an unsubscription category, e.g., "A" for Patient Form (Intake), for easy management.
Select Patient Form (Intake) as the automation type.
Choose One-Time Automation, as initial visits occur only once.
Click Continue.
Step 3: Set Automation Triggers
Click SELECT and choose Patients with Appointments.
Select either a specific clinic location or All Locations.
Click the green and button, then select Their Appointment.
Change "More Than" to "Less Than".
Set unit from minutes to months, and enter 1 month.
Then change the first appointment to Next Appointmen (Ensures patients with appointments within the next 30 days join the automation.)
Click and again, select Their Number of Past Appointments
Set it to 0-0 (ensuring it's their first appointment).
Step 4: Set Communication to Patient
Click then and select Communicate with my patient or my team.
Click then again and select Communicate with patient.
Choose Send Patient Email/SMS.
Set the delay to 1 hour later.
Important Tip: Ensure your booking confirmation message (from your practice management software) informs the patient they will receive a form within a few hours and to check their email inbox, including spam folders, if applicable.
Finalizing and Activating Automation
Click Apply Changes.
Then, click Save Automation.
Activate your automation by clicking the PLAY button.
Once activated, this automation automatically sends new patients their intake forms precisely one hour after booking their first appointment, minimizing your administrative workload and reducing manual follow-ups. Cliniq Apps ensures that new patient onboarding is seamless, timely, and efficient, enabling your practice to focus more on patient care and less on paperwork.
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! 🚀
