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
Draft from plain language
Trigger: You describe it · Vetrics builds the steps
Generate with AI
SMS two hours before consults, then email if they have not confirmed.
| 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. |
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| 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. |