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Forms Reminder Chat on Booking
When a client books an appointment while they still have forms to complete, their provider automatically sends a chat reminding them to finish before the visit.
Built by SE Team
The problem it solves
Clients often book before finishing their intake paperwork, then arrive with forms still outstanding. Catching this at booking time gives them the whole lead-up to the visit to complete it, instead of a last-minute scramble.
What's included
- Automatic check whenever an appointment is booked
- Checks whether the client has any forms left to complete
- Chat reminder sent from the client's provider
- No configuration needed beyond the message text
How it works
Appointment booked
Client has forms to complete
Send client chat
Forms Reminder Chat on Booking sends a client a chat from their provider whenever they book an appointment while forms are still outstanding. It's built for practices that want paperwork done before the visit without staff checking each booking, and requires Automate, Healthie Forms, and Patient Portal. The check runs automatically at booking, and clients who are already caught up receive nothing.