The problem it solves
Intake forms often capture information -- like insurance status or billing preference -- that needs to be reflected in the client's profile for downstream workflows to function correctly. Without automation, staff must read form responses and manually update the corresponding profile fields, creating a step that is easy to miss and difficult to audit.
What's included
- Form submission trigger -- fires when a specified form is completed
- Field-level response reading -- evaluates a specific form field value
- Conditional profile update -- applies different profile field values based on the response (e.g., insurance vs. self-pay)
- Configurable form, field, and profile target per organization
- Supports billing type and other client profile field updates
How it works
Form submitted
Form field value matches condition
Update client profile
Form Response Updates Client Profile reads a specified field from a submitted form and uses the response to update a corresponding field on the client's profile. A common use case is updating a client's billing type based on their answer to an intake form question about insurance coverage. The workflow is built and managed through Automate by Healthie, and the form field, response values, and target profile field are all configurable per organization.