Workflows for what you build.

Gets a booked patient confirmed, reminded, and onto the video link at the right minute.

1. Visit confirmedSent when a booking is confirmed.
2. Day-before reminderSent the day before the appointment.
3. Join-now linkSent shortly before a video appointment, carrying the join link.
4. Missed visit, rebookSent after a missed appointment.
5. How did your visit go?Sent after the appointment to collect feedback.

Collects the intake forms and any outstanding balance ahead of the visit.

1. Intake neededSent ahead of an appointment when intake, consent, or check-in forms need completing.
2. Balance due before visitSent once when a standing balance is ready to pay.

Confirms a moved or cancelled visit so the patient and the provider's calendar stay in sync.

1. Visit movedSent when an appointment is rescheduled.
2. Visit cancelledSent when an appointment is cancelled.

Recovers a declined card and confirms plan changes on a membership clinic account.

1. Card declinedSent when a customer's card is declined.
2. Plan updatedSent when a renewal, plan change, or cancellation goes through.

Proves the patient's phone at signup and confirms sensitive account changes with a code.

1. Signup codeSent when a user verifies their phone at signup.
2. Confirm changeSent before a sensitive action — withdrawal, payment change, ownership transfer.