1.Detects new intake emails
Integrate Gmail and inbox filters to watch for qualifying intake messages and route extracted fields downstream.
Create patient records and activities from intake emails
Automatically monitor intake emails across Gmail for patient-facing data extraction. Parse HTML tables and attachments, then find and update patient records and add activities and documentsβso you can act on intake without manual data entry.
How this automation creates complete patient intake records
When intake emails arrive with attachments, delays can slow care and overload staff. This automation parses table data and converts files and updates patient records with activities and documentsβso your team can respond faster.
Gmailor swap with your favorite app
2.Parses HTML table fields
Integrate AI by Zapier and parsing tools to extract patient details and a plain-text intake note from email HTML.
AI by Zapieror swap with your favorite app
3.Finds or creates patient record
Integrate Zapier Tables and record matching to look up by email and create patient records when no match exists.
Zapier Tablesor swap with your favorite app
4.Converts attachments to PDF
Integrate PDF.co and document conversion to convert attachments to PDF base64 and return file name and content.
PDF.coor swap with your favorite app
5.Posts updates to patient system
Integrate Webhooks by Zapier and patient systems to create or update patient contacts, activities, and upload PDF documents.
Webhooks by Zapieror swap with your favorite app
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Explore all healthcare document processing automations
Accelerate document workflows with automated form capture, data extraction, and record routing
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