The best workflows run themselves. This release gives you more ways to automate the routine steps in your clinic, with finer control over how and when they happen.
We are introducing more powerful CRM automations: primary and secondary automations, state-based automation, and a clear log of every action.
More control over your workflows
Automations now come in primary and secondary layers, so you can build workflows with more nuance instead of a single flat set of rules. Pair that with state-based automation, which lets actions trigger based on where a contact is in your process, and you get far more precise control over what happens and when.
- Primary and secondary automations for layered workflows
- State-based automation that responds to where a contact is in your process
- Greater control over what triggers, and when
Every action, logged
Every automated action is recorded, giving you a clear, auditable trail of what ran and when. You always know exactly what your workflows did.
An auditable trail is not just good practice, it is essential in healthcare. Knowing exactly which automated actions ran, and when, keeps your operations transparent and accountable.
Why it matters
- Automate more of the repetitive steps that fill your team's day
- Build workflows that match how your clinic actually operates
- Keep a transparent record of every automated action
- Spend less time on manual follow-through and more time on patients
Where to find it
It is live now in your agent's CRM settings.
See how our platform works, learn about our security, or book a demo to see it in action.
