Streamline and scale care ops with Zapier
Healthcare operations automation connects your tools and triggers workflows across patient scheduling, patient communication, referral management, healthcare payment processing, and healthcare document processing.
Trusted by 3.4 million companies
Explore use cases for business owners
Healthcare operations automation connects your tools and triggers real-time actions across dental practice operations, healthcare document processing, medical coding management, and veterinary practice operations. Build workflows that eliminate manual work and keep your operation running without constant oversight.
Referral management
Accelerate referral intake with automated record routing, status updates, and follow-up alerts
Medical coding management
Accelerate coding throughput with automated intake routing, coder notifications, and billing updates
Healthcare document processing
Accelerate document workflows with automated form capture, data extraction, and record routing
Patient scheduling
Improve appointment flow with automated booking updates, cancellation handling, and waitlist outreach
Dental practice operations
Simplify practice workflows with automated lead capture, intake routing, and record updates
Veterinary practice operations
Simplify daily clinic workflows with automated appointment tracking, task routing, and inventory alerts
Healthcare payment processing
Accelerate collections with automated payment capture, invoice routing, and payment status alerts
Patient communication
Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Related solutions
Supply chain management
Business process management
Professional services & consulting
Logistics management
Business document management
Project & program management
Manufacturing operations
Procurement operations
eCommerce operations
Scheduling & coordination
Retail operations
Team communication
Field service operations
Task management
Knowledge management
Insurance management
Real Estate operations
Nonprofit operations
Restaurant operations
Construction operations
Education operations
Hospitality operations
Transform your healthcare ops with Zapier
Modernize healthcare operations with Zapier. Automate patient flow, streamline healthcare payments, and process healthcare documents—and that’s just the start.
Patient flow automation
Keep patient flow moving
Automate the workflows that keep patient flow on track. Route scheduling updates, referral details, and patient communication between Google Calendar, Gmail, and Slack. Gain faster response times and clearer healthcare operations visibility.
Automated appointment routing
Route new booking details from Calendly or Google Forms to Google Calendar and Slack, so staff can act on patient scheduling without inbox triage.
Referral intake alerts
Send new referral details from forms or email to Slack and task lists right away, so handoffs happen quickly and nothing sits unreviewed.
Patient reminder workflows
Trigger reminder emails or texts after bookings are created, helping reduce no-shows without manually sending every patient communication.
Schedule change notifications
Notify staff instantly when patients reschedule or cancel in Google Calendar, so schedules stay current and follow-up happens faster.
Waitlist fill automation
Fill open slots by triggering outreach to waiting patients when cancellations happen, cutting schedule gaps and manual call lists.
How it works
Healthcare operations automation connects your tools, detects patient, payment, and document events, and triggers workflows automatically. Route referrals, update records, and alert staff in real time—without manually rekeying data.
Step 1
Connect your tools
Integrate platforms like Google Calendar, Slack, Stripe, scheduling tools, and intake systems to centralize operations data.
Step 2
Define triggers
Set conditions for new appointments, referral updates, payment events, document intake, or coding exceptions.
Step 3
Automate & measure
Send alerts, create tasks, update records, and continuously track workflow efficiency improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.