Send Intake Forms Automatically Before Patient Appointments
Save front-desk time — when a patient books, automatically send the right intake forms and remind them to complete before arrival.
- 1
Trigger on Bookings
Add a
Calendly Triggernode for new appointments. - 2
Send the Right Form
Add a
Switchnode selecting the intake form matching the appointment type. - 3
Email and Text the Link
Add
GmailandTwilionodes sending the form link to the patient. - 4
Remind If Incomplete
Add a check the day before that reminds patients who haven't submitted.
- 5
Activate and Test
Activate the workflow and book a test appointment. Confirm the correct form is sent.
Frequently asked questions
Is patient data handled safely?
Use HIPAA-compliant tools and secure storage, and limit form fields to what's clinically necessary.
Can staff see completed forms?
Route submissions into your practice system or a secure sheet so clinicians review before the visit.
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