Automation engines
Reminders and recalls, cards that move when patients progress, and billing and clinical status that follow the consult. Build the journey yourself, or describe it and review the draft.
We will walk through a recall, a board move and an automatic invoice line on your kind of caseload.
Category
Build Your Own
Build your own
AI Journey Builder screenshot
Drop 16:9 product screenshot here
| What it does | Describe the practice rule in ordinary language, for example an SMS two hours before consults and an email if the client has not confirmed. The builder drafts a paused journey with triggers, delays and channels. The Agent can list and create the same kind of rule. Nothing is live until someone on the team approves it. |
|---|---|
| Why it's worth it | A practice manager can get a working journey without learning the rule editor first, and still reviews it before anything goes out. |
| Cost to turn on | AI Functionality add-on. Manual journey building stays available without it. |