1.Captures new intake entry
Integrate Cognito Forms and intake forms to read new submission fields and pull patient details to trigger patient reminder outreach.
Send walk test appointment SMS reminders to patients
Automatically monitor new intake form submissions across Cognito Forms and ClickSend SMS. Send targeted walk test SMS reminders when clinical communications are selected, walk test topic is chosen, or phone numbers validateβso you can reduce prep calls, improve arrival readiness, and keep scheduling smooth without manual follow-up.
How this automation improves patient arrival readiness
When clinical walk test communication entries come in, delays can slow prep and lower arrival readiness. This automation filters submissions, formats phone numbers, and sends targeted SMS remindersβso your team reduces last minute questions and boosts punctuality.
Cognito Formsor swap with your favorite app
2.Filters to clinical walk test entries
Integrate Filter by Zapier and conditional logic to stop non qualifying submissions and continue only for walk test patient communications.
Filter by Zapieror swap with your favorite app
3.Formats phone number to E.164
Integrate Formatter by Zapier and data formatting tools to normalize the submitted phone and prepare a consistent recipient number.
Formatter by Zapieror swap with your favorite app
4.Sends SMS instructions to patient
Integrate ClickSend SMS and notification messaging tools to map placeholders, select the right template, and send walk test reminders.
ClickSend SMSor swap with your favorite app
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Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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