Create patient contacts and enroll them in reminders
Create patient contacts and enroll them in reminders
Your appointment sheet rows don't create patient contacts, so reminders go unsent and staff manually chase bookings. You gain current patient records and automatic reminder enrollment before visits.
Workflow preview:
Zap details:
Overview
When appointment rows don't become patient contacts, reminders are missed and staff spend time chasing bookings; this flow creates or updates contacts from each updated row and enrolls them in reminder sequences immediately. That frees program coordinators to focus on care and reduces last-minute rescheduling ahead of telehealth visits.