Automations
Coming Soon

Session Status Reminder on Video Join

When a provider joins a Healthie video visit and the appointment status still isn't set, automatically create a reminder task to complete it.

Built by SE Team

The problem it solves

Appointment status drives billing, reporting, and follow-up automations, but providers often forget to mark it after a video visit. Unset statuses pile up and are cleaned up weeks later, if at all.

What's included

  • Automatic check when a participant joins a Healthie video visit
  • Skips appointments that already have a status (Occurred, No-Show, Cancelled, and so on)
  • One reminder task for the appointment's provider
  • Works with Healthie-created Zoom meetings

How it works

Trigger

Participant joins video visit

Logic

Appointment status not set

Action

Create task

Session Status Reminder on Video Join prompts providers to complete an appointment's status while the visit is fresh. It's built for virtual care practices where unset statuses hold up billing and follow-up, and requires Automate and Healthie Zoom. When a video visit starts and no status is set, the provider gets one reminder task. Appointments that already have a status are skipped.

Building on Healthie?

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