Automation workflows for
every medical specialty
128+ pre-built patient communication workflows across 24 specialties. Deploy in minutes. Localized for India (ABHA), UK (NHS), UAE (DHA) and US (HIPAA).
Universal
Core workflows that work across every specialty
First-touch patient inquiry → menu → booking or human handoff
Self-service scheduling with real-time availability
Token, documents checklist, directions, calendar invite
48h + 2h reminders with confirm/cancel/reschedule options
Real-time token position + "3 tokens away" alert to reduce crowding
Paperless intake: name, DOB, allergies, emergency contact
PDF prescription + medicine summary + lab test booking
Secure PDF, abnormal value flags, doctor consultation booking
Itemised bill, UPI/card payment link, insurance claim form
2h post-visit: star rating → Google Review or internal escalation
Policy collection, pre-auth submission, real-time status updates
Day 1, 3, 7 check-ins with wound care, red flag alerts to doctor
Timed medication reminders with taken/snooze response
Age/gender-based preventive screening reminders
Digital consent forms before procedures with audit log
Universal Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for universal practices.
Dental Care
Dental patient engagement software, 6-month hygiene recall & chair booking
OTP-verified booking with slot selection and WhatsApp confirmation
Severe pain, bleeding, broken tooth → immediate visit or fast-track slot
Cleaning, whitening, braces, root canal, implants — details + pricing
Problem → severity estimate → price range → EMI options → booking
Care tips, patient status check, issue escalation, next visit booking
6-month checkup reminders, braces monthly, missed appointment re-book
Post-visit rating → positive to Google Review, negative to admin
Ad clicks → booking, cost info, or human handover
Monthly photo check + next visit reminder for braces patients
3/6/9 month osseointegration follow-up post-implant placement
Dental Care Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for dental care practices.
Ophthalmology & Eye Care
Ophthalmology patient engagement software, cataract drop timers & optical recalls
Full eye care booking with OTP, location, problem description
Blurry vision, burning, glaucoma, severe pain → immediate or fast-track
Cataract, LASIK, specs removal, retina treatments with pricing
Eye problem → severity → price range with EMI options
Care tips after cataract surgery, LASIK, injections
Annual checkup reminders, missed appointment re-engagement
Rating → Google Review redirect for happy patients
Day 1, 7, 30 vision check + drop reminder schedule
Monthly pressure reading + medication adherence check
Ophthalmology & Eye Care Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for ophthalmology & eye care practices.
General Practice
Family medicine, chronic disease & preventive care
Red flag check → urgent care or standard GP booking
Weekly diabetes/hypertension check-in, readings, medication, alerts
Child & adult vaccination schedule with booking option
Dengue/flu season alerts + prevention tips
Age-gender based: mammogram, PSA, colonoscopy reminders
Pre-travel vaccinations + health kit checklist
General Practice Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for general practice practices.
Cardiology
Cardiac medication, monitoring & rehabilitation
Daily med reminder + BP reading capture + alert on elevated values
12-week structured follow-up after angioplasty/bypass
6-week progressive exercise program with daily check-ins
Daily weight + fluid check, auto-alert on 2kg+ gain in 2 days
Weekly INR test reminders + dose logging + dose change notification
Cardiology Patient Engagement, Phone Automation & CRM
24/7 AI voice phone automation, remote BP & CHF fluid retention tracking, and automated EHR care gap closure.
Orthopedics
Orthopedic patient engagement software, communications & surgical recovery
Multi-stage checklist at 7 days, 3 days, night before
Daily pain/swelling/sleep check with red flag escalation
Daily exercise reminder + video guide + weekly compliance report
X-ray reminders at 2/4/8 weeks + activity progression guidance
12-week progressive rehab program with video exercise guides
Orthopedics Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for orthopedics practices.
Gynaecology
Antenatal, postnatal & women's health
Week-by-week pregnancy updates, scan reminders, supplement alerts
Day 1, Day 3, 6-week postnatal monitoring with escalation
Monthly cycle tracking for PCOD/endometriosis patients
Injection schedule, scan reminders, embryo transfer prep
Edinburgh scale at 2, 6, 12 weeks post-delivery
Daily pill or injection schedule tracking
Gynaecology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for gynaecology practices.
Paediatrics
Child health, growth & vaccination
Monthly weight/height/milestone check for under-5s
Emergency red flag check → ER or urgent OPD slot
Feeding, jaundice, umbilical care daily check-ins
NIS/WHO calendar with auto-booking at each milestone
Annual BMI, vision, dental, mental health screening
Paediatrics Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for paediatrics practices.
Oncology
Chemotherapy, radiation & survivorship care
Pre-cycle CBC checklist + post-cycle symptom monitoring + fever alerts
Daily skin/fatigue/swallowing check during radiation course
3/6/12 month post-treatment surveillance reminders
Daily pain, nausea, fatigue logging for palliative care patients
Oncology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for oncology practices.
Mental Health
Mood tracking, therapy prep & crisis support
Daily mood/sleep/medication check, auto-alerts after 3 low days
Pre-session reflection prompts shared with therapist
Detects distress keywords → immediate helpline + human escalation
Daily thought record + behavioral activation scheduling
Sobriety tracking + relapse prevention check-ins
Mental Health Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for mental health practices.
Diagnostics
Lab tests, radiology prep & report delivery
NPO instructions, medication guidance, what to bring
Safety checklist: pacemaker, implants, contraindications
Slot booking + phlebotomist ETA + collection confirmation
WhatsApp PDF delivery + abnormal flag + doctor booking CTA
Package renewal reminder + multi-test scheduling
Diagnostics Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for diagnostics practices.
Nephrology
New SpecialtyDialysis, CKD monitoring & transplant care
Thrice-weekly reminders + pre-dialysis weight/BP check
Daily fluid/potassium/sodium intake logging with limit alerts
Immunosuppressant adherence + rejection symptom alerts
Nephrology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for nephrology practices.
Gastroenterology
New SpecialtyGI procedures, IBD monitoring & liver care
3-day diet + day-before bowel prep instructions step-by-step
Daily stool frequency, blood, pain logging with escalation
Weekly weight, ascites symptoms, lactulose adherence
Gastroenterology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for gastroenterology practices.
Endocrinology
New SpecialtyDiabetes, thyroid & hormonal condition management
Fasting sugar logging + auto dose suggestion based on protocol
Empty-stomach reminder + 30-min food gap alert daily
3-monthly blood test reminder + lifestyle coaching tips
Endocrinology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for endocrinology practices.
Pulmonology
New SpecialtyAsthma, COPD, TB & respiratory monitoring
Daily peak flow logging + step-up/step-down guidance
Daily SpO₂ + symptom diary + early alert to pulmonologist
Daily observed therapy confirmation via photo/video
Pulmonology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for pulmonology practices.
Rheumatology
New SpecialtyPatient intake software for rheumatologists, RAPID3 scoring & biologic safety
Fortnightly/monthly injection reminders + side-effect logging
Daily joint pain/stiffness/swelling scoring for doctor review
Fortnightly CBC + LFT test reminders for MTX patients
Rheumatology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for rheumatology practices.
ENT Care
Ear, nose, throat & sinus speciality
ENT consultation booking for ear, nose, throat, sinus issues
Fitting adjustment check-ins + battery replacement reminders
Nightly usage hours tracking + mask fit assessment
Day 1–14 diet and activity progression with pain scoring
ENT Care Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for ent care practices.
Dermatology
Dermatology patient management platform, visual photo timelines & aesthetic aftercare
Dermatology consultation for skin, hair, nail conditions
Monthly photo check-in for acne/psoriasis/eczema patients
Laser/chemical peel aftercare instructions day-by-day
UV/pollution alerts + customized skincare routine tips
Dermatology Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for dermatology practices.
Neurology
Stroke rehab, epilepsy & migraine management
Neurology consultation for headaches, seizures, nerve pain
Daily headache logging + trigger identification
Post-seizure symptom capture for family members
Weekly mobility and cognitive assessment check-ins
Dedicated Neurology Patient Communication Workflow
Explore WhatsApp migraine diaries, seizure tracking, caregiver proxy updates, and waitlist recall workflows.
Psychologists
CBT tracking, mood diaries & therapy session prep
Clients receive a daily WhatsApp prompt to rate their mood (1-10) and log sleep.
24 hours before a visit, clients fill a quick reflection form.
Send automated "Thought Records" or "Behavioral Activation" scheduling links.
Psychologists Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for psychologists practices.
Psychiatrists
Complex psychotropic tracking & crisis routing
Automated, timed reminders for SSRIs, Lithium, or antipsychotics.
AI detects high-risk words in WhatsApp and immediately auto-replies with helpline numbers.
Send digital PHQ-9, GAD-7, MDQ, or ASRS forms prior to appointments.
Psychiatrists Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for psychiatrists practices.
IV Drip & Hydration Therapy
Custom infusion menus, chair booking, medical intake & booster recall
Immunity, Myers cocktail, NAD+, detox, athletic recovery & hydration menus with pricing
Real-time infusion chair slot selection, lounge vs private room, add-on boosters, and instant confirmation
Digital intake for allergies, vitals, medical history, G6PD status, and contraindication screening
Base drip + Glutathione, B12, Biotin, Vitamin C add-ons with package and package discounts
Post-drip wellness check-in, injection site comfort check, hydration advice & red-flag alerts
2-week & monthly drip cycle reminders, NAD+ protocol scheduling, repeat booking
Drip credits balance alert, subscription package renewals, and loyalty rewards
Post-session NPS survey → 5-star Google review prompt + refer-a-friend drip credits
IV Drip & Hydration Therapy Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for iv drip & hydration therapy practices.
IVF & Fertility
New SpecialtyIVF stimulation management software, minute-exact trigger alerts & embryo lab updates
Timed daily gonadotropin reminders with dosage & video reconstitution guide
Minute-exact alerts at 2h, 1h, 15m prior to trigger time with nurse escalation
Sensitive Day 1 fertilization, Day 3 cleavage, and Day 5 blastocyst grading delivery
NPO fasting rules, cleanroom cosmetic precautions & partner semen collection timing
Daily progesterone pessary/injection tracking and 2-week wait emotional check-ins
Automated 14-day pregnancy blood test scheduling and 7-week fetal heartbeat scan
IVF & Fertility Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for ivf & fertility practices.
Physiotherapy & Rehab
New SpecialtyPhysiotherapy clinic management, home exercise programs (HEP) & video rehab adherence
Timed daily video exercise guides with repetition counters & technique coaching
Quick 1-tap completed / skipped responses and VAS pain score tracking after sets
Weekly mobility check-ins, goniometer angle tracking, and recovery milestones
Phase I to Phase IV protocol progression for ACL reconstruction, rotator cuff, and joint replacements
Automated notification when remaining physiotherapy session balance reaches 2 sessions
Functional movement screening, hop test documentation, and clearance scheduling
Physiotherapy & Rehab Patient Engagement Workflows
Automate appointment reminders, intake screening, treatment follow-ups, and WhatsApp care journeys for physiotherapy & rehab practices.
Localized for your market
Every workflow adapts to regional compliance, integrations, and patient communication preferences.
- ABHA ID collection in registration workflow
- Ayushman Bharat / PMJAY eligibility check
- 8 regional languages: Hindi, Tamil, Telugu, Kannada, Bengali, Marathi, Gujarati, Malayalam
- UPI payment links (PhonePe, GPay, Paytm)
- EMI options via Bajaj / ZestMoney
- Navratri / Ramadan medication fasting guidance
- SMS fallback for low-connectivity rural areas
- NHS number collection and PDS sync
- NHS e-RS referral with Right to Choose options
- Electronic Prescription Service (EPS) integration
- RTT pathway tracking and waiting list position updates
- GP registration and transfer workflows
- SNOMED CT codes in referral letters
- UK-GDPR / ICO compliant consent collection
- Emirates ID collection in registration workflow
- Mandatory insurance pre-authorization for all visits
- Arabic + English + Urdu + Hindi + Filipino
- DHA/HAAD eSCfHS referral codes
- Ramadan medication timing adjustments
- Medical tourism coordination: visa, hotel, transport
- VIP/Gold insurance premium scheduling pathway
- HIPAA-compliant communication with PHI minimization
- Real-time insurance eligibility via Availity/Change Healthcare
- Prior authorization with CPT code + clinical justification
- FHIR patient portal and SMART-on-FHIR integration
- SureScripts electronic prescription routing
- MIPS/quality measure reminders for providers
- State-specific telehealth licensing compliance
Ready to automate your specialty?
Start with our pre-built templates or let us design custom workflows for your exact protocols. Most clinics go live in under 7 days.