Client Tag Sends a Chat
Automatically sends a client chat message when a specific tag is added to their profile. Pairs with client tagging workflows to trigger timely, context-aware outreach without manual intervention.
Built by SE Team
The problem it solves
Manually following up with clients after a status change (like an incomplete forms flag) creates delays and inconsistency across providers. Without automation, staff must identify tagged clients and send outreach individually, which slows response times and creates gaps in patient communication.
What's included
- Tag-based trigger -- workflow fires when a specified client tag is added
- Provider-attributed chat delivery -- message sent from the client's assigned provider
- Smart Phrase integration -- chat body populated from a pre-configured Smart Phrase template
- Multi-step compatibility -- designed to chain with upstream tagging automations
- Configurable tag and Smart Phrase targeting per organization
How it works
Tag added
Tag matches configured value
Send client chat
Client Tag Sends a Chat monitors for tag additions on client profiles and fires a chat message to the client as soon as the tag is applied. The chat is sent from the assigned provider and uses a pre-configured Smart Phrase to ensure consistent messaging. This automation is built and managed through Automate by Healthie, requiring an active Automate subscription. It is designed to pair with upstream tagging automations -- such as the Incomplete Forms Tag and Chat automation -- to form a multi-step outreach workflow.
