1.Detect new entry and extract fields
Integrate Cognito Forms and form processing to extract submission fields and document content to start intake handling.
Add patient intake to contact list and records
Automatically monitor new patient submission entries across Cognito Forms, Google Drive, Streak, and Mailchimp. Create and update when intake submissions arrive, PDFs upload successfully, or contacts opt in—so you can store documents, enrich CRM context, and segment outreach without follow-up.
How this automation speeds up intake follow-up
When new entries arrive, paperwork can stall outreach and patients wait for same-day follow-up. This automation extracts submission fields, stores PDFs, updates outreach subscribers, and records context—so your team can respond faster.
Formulaires Cognitoor swap with your favorite app
2.Find or create patient folder
Integrate Google Drive and document storage to find or create a per-patient folder to store intake PDFs.
Google Driveor swap with your favorite app
3.Upload intake PDF to folder
Integrate Google Drive and file handling to upload the medical PDF to the patient folder to create a stored file link.
4.Add PDF link as CRM comment
Intégrer Streak and CRM context tools to post a comment à the PDF link to connect intake details to the record.
Streakor swap with your favorite app
5.Add or update tagged subscriber
Intégrer Mailchimp and segmentation tools to add or update the subscriber à a medical intake tag for outreach targeting.
Mailchimpor swap with your favorite app
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Attach completed consent PDFs and update patient records
Your completed consent PDFs sit in the signer portal instead of patient records, delaying eligibility checks. Link PDFs and set consent so staff confirm readiness before appointments.
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Attach completed consent PDFs to patient records and pipeline
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Attach completed screening links to patient contact records
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Copy new child health files to central program drive
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Copy new intake documents to shared team drive
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Copy new intake files to shared drive for staff
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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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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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