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Intake Complete Confirms Appointment
When a client finishes their intake form for an upcoming appointment, their provider automatically sends a thank-you chat confirming the visit time.
Built by SE Team
The problem it solves
Clients who complete intake often aren't sure what happens next or whether their visit is still on. A prompt confirmation closes the loop and reduces no-shows, without staff sending it by hand.
What's included
- Automatic check when the configured intake form is submitted
- Skips drafts and forms not linked to an appointment
- Chat from the client's provider thanking them and confirming the appointment date and time
How it works
Intake form submitted
Finished and linked to an appointment
Send client chat
Intake Complete Confirms Appointment sends a client a confirmation chat from their provider as soon as they finish the intake form tied to an upcoming appointment. It's built for practices that want clients to feel the loop is closed after paperwork, and requires Automate, Healthie Forms, and Patient Portal. Drafts and forms that aren't linked to an appointment are skipped.