Auto-Add Care Team Member on Client Creation
Automatically adds a designated team member to every new client's care team at the moment of account creation. Ensures clients can initiate chat with support staff from day one without any manual enrollment.
Built by SE Team
The problem it solves
Clients can only send chat messages to users who have been explicitly added to their care team. When care team membership is managed manually, billing or support staff are routinely omitted, leaving clients unable to reach those teams through Healthie's chat feature.
What's included
- Client creation trigger -- fires immediately when a new client account is created
- Automatic care team enrollment -- adds the configured user to the client's care team
- Multi-org support -- configurable user ID per sub-organization
- Chat-enablement outcome -- client can immediately message the added care team member
- No manual enrollment required after initial setup
How it works
Once configured in Automate by Healthie, specify the user to be added as a care team member (this can vary per sub-organization). When any new client account is created, the automation immediately adds that user to the client's care team. The client can then initiate a chat conversation with the enrolled user from their Patient Portal.
Auto-Add Care Team Member on Client Creation triggers the moment a new client account is created and immediately adds a pre-configured user to that client's care team. This is particularly useful for organizations that need a centralized support user -- such as a billing team inbox -- available to all clients via chat. The workflow is built and managed through Automate by Healthie and supports multi-org deployments where the care team user varies by sub-organization.