First Visit Completed Sends Chat

After a client's first session of a chosen appointment type is marked Occurred, their provider automatically sends them a message. Sends once per client.

Built by SE Team

Patient Engagement

The problem it solves

The first visit is the moment a client decides whether to stay in care. A personal follow-up helps, but providers rarely have time to remember it for every new client.

What's included

Automatic check when an appointment of the configured type is marked Occurred
Message sent from the client's provider
Sends once per client, even across later visits
Applies to 1:1 appointments; group sessions are skipped
Configurable appointment type and message per organization

How it works

Trigger

Appointment marked Occurred

Logic

First visit of configured type

Action

Send client chat

First Visit Completed Sends Chat sends a client a message from their provider after their first session of a chosen appointment type is marked Occurred. It's built for practices focused on early retention, and requires Automate and Patient Portal. The message goes out once per client, so later visits of the same type don't send it again.

Building on Healthie?

Talk to our team about API access, white-label, and enterprise architecture — or dive into the docs.

Contact Sales

Explore Developer Docs →