1.Detect new consultation entry
Integrate Cognito Forms and file intake tools to trigger on each new consultation submission for supplemental uploads.
Save patient photos to the correct folder fast
Automatically monitor new consultation form entries across Cognito Forms and Google Drive. Upload supplemental files into the correct patient folderβso you can organize uploads, create folders, and ensure quick photo access without manual filing.
How this automation organizes patient photo access
When new consultation intakes arrive without consistent folder placement, supplemental images get delayed for clinical review. This automation filters for uploaded files, locates or creates the right Google Drive folder, and uploads photosβso your team can respond faster.
Cognito Formsor swap with your favorite app
2.Continue only with supplemental files
Integrate Filter by Zapier and data routing rules to continue only for entries that include supplemental files.
Filter by Zapieror swap with your favorite app
3.Wait 1 minute for file links
Integrate Delay by Zapier and file handling automation to add a 1 minute pause for links to finalize.
Delay by Zapieror swap with your favorite app
4.Find or create patient folder
Integrate Google Drive and folder mapping tools to locate the matching patient folder and create one if needed.
Google Driveor swap with your favorite app
5.Upload supplemental file with name
Integrate Google Drive and document storage workflows to upload the supplemental file and set a systematic filename.
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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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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