Skip to content

Send report booking reminder emails to patients and staff

Your evaluation bookings can arrive without notification, so clinicians lack attendee context. It sends patient reminders and notifies intake staff the same day.

Send report booking reminder emails to patients and staff

Workflow preview:

Zap details:

Overview

When report evaluations are scheduled, clinicians often miss attendee context and lose prep time; this flow delivers patient reminders and intake alerts automatically. That gives clinicians the needed context and ensures patients receive pre-visit instructions the same day.

Send report booking reminder emails to patients and staff