Incomplete Forms Tag and Chat
Tags clients with incomplete required forms ahead of their appointment and triggers a follow-up chat reminder. Catches gaps in form completion before the session window closes.
Built by SE Team
The problem it solves
Providers lose billable time when clients arrive for appointments without completing required intake forms. Without an automated check, staff must manually review form completion for every upcoming appointment and follow up individually with non-compliant clients.
What's included
- Pre-appointment form completion check triggered by the appointment reminder window
- Conditional logic -- tag applied only when required forms remain incomplete
- Client tag addition -- configurable tag applied to the client profile
- Downstream chat trigger compatibility -- tag addition feeds directly into a chat notification automation
- Configurable form set and tag value per organization
How it works
Appointment reminder sent
Required forms incomplete
Add client tag
Incomplete Forms Tag and Chat runs ahead of scheduled appointments to verify that all required intake forms have been completed. When the pre-appointment reminder fires and required forms remain outstanding, the automation adds a configurable tag to the client's profile. A downstream chat notification is then triggered by the tag addition -- this automation is designed to pair with Client Tag Sends a Chat, which handles the outreach step. This workflow is built and managed through Automate by Healthie.
