Automate: Workflow Automation
Healthie's upcoming self-serve, no-code workflow builder for trigger-based clinical and administrative automations — currently piloted with select customers ahead of the self-serve UI.
Built by Core Engineering
The problem it solves
Clinical operations teams spend significant time on repetitive manual tasks — sending follow-up messages, creating tasks after appointments, updating patient statuses. Without automation, scaling these workflows requires hiring or accepting inconsistency, and there's currently no self-serve way for admins to build these workflows themselves.
What's included
- Trigger → action automation infrastructure, already live and in use
- Currently delivered as a managed pilot — Healthie's engineering team builds and maintains automations per customer request
- Supports triggers like form submissions, appointment status changes, and chart note events
- Supports actions like creating tasks, sending chats, and updating client records
- Self-serve visual workflow builder in development; will let admins configure automations without engineering support
How it works
Automate's underlying trigger → action infrastructure is live and already powering dozens of one-off automations, but the self-serve builder isn't shipped yet. In the meantime, customers submit a request for a specific automation (e.g., a trigger like a form submission or appointment status change, paired with an action like creating a task or sending a chat), and Healthie's engineering team builds and manages that workflow on the customer's behalf. Once the visual workflow builder ships, org admins will be able to define these triggers and actions themselves entirely through the Healthie UI, with no engineering involvement required.
Automate: Workflow Automation is Healthie's upcoming self-serve, no-code workflow builder, letting org admins define trigger-based automations — clinical and administrative — without engineering support. It's being built for operations and clinical teams that need custom automations beyond what's available out of the box. Today, the underlying trigger-and-action infrastructure is being piloted with select customers, with Healthie's engineering team building and managing individual workflows on their behalf while the self-serve UI is developed. Once the visual builder ships, org admins will be able to configure these same trigger → action workflows directly, without needing an engineer.
