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How to create automated team alerts
How to create automated team alerts

Set up automated alerts to your staff by email to manage cases

Flori avatar
Written by Flori
Updated over a week ago

How the feature can help you with staff management

With Cliniq Apps case management tool, you can easily manage your patients' cases by automating the reminders to your staff member when it's time to take action. Not only that, with the right filter you can even automatically communicate with the referrers of the patients when needed.

How to get started

  1. Go to Message Templates and create a New Message or choose from your existing templates.

  2. To learn how to create a new message template, follow the steps in this guide: How to add custom email templates for automation campaigns.

Follow the simple steps below to get started.

  1. Proceed to Automation Rules and click New Automation.

  2. Supply Automation Name and press Select unsubscription category.

  3. Press Select automation type and choose from the dropdown.

  4. Choose between One-Time Automation and Recurring Automation.

  5. Click Continue.

How to set the rules and conditions for your automated alert

  1. Click + SELECT and choose between patients with appointments and patients with no appointments in the past or future (leads).

  2. If you choose patients with appointments, proceed to selecting clinic location.

  3. Click + and to set your desired condition(s) for the automation.

  4. Press + then and select communicate with my team > send email.

  5. Beside send Email message, select the message template.

  6. Choose any of the default values or specific users as recipients.

  7. Press Apply Changes and Save Automation.

  8. To run the automation, go to the automation page and simply click the PLAY ▶️ button.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

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