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Enhance Patient Follow-Up with Cliniko

Automate patient follow-up communication with Cliniko and Zapier. Trigger personalized emails, schedule follow-up tasks, and update Cliniko records effortlessly after each appointment.

When an Appointment Status Changes
Solution
1. Appointment Status Change Trigger

Trigger when appointment status changes to 'completed'.

Extract Appointment Details
Solution
2. Extract Appointment Details

Pull appointment details and patient info from Cliniko.

Check Follow-Up Protocols
Solution
3. Verify Follow-Up Protocols

Check database for follow-up protocols based on appointment type.

Generate and Send Email
Solution
4. Send Personalized Follow-Up Email

Send a personalized email to the patient.

Schedule Follow-Up Task
Solution
5. Schedule Future Follow-Up Task

Create a follow-up task in Asana based on service intervals.

Update Cliniko Note
Solution
6. Add Follow-Up Note in Cliniko

Update Cliniko with a note on the follow-up action taken.

- Repeat -

Automation Benefits

Automation Benefits

Unlock the potential of automation for your clinic's follow-up process.

Boost Patient Satisfaction

Ensure timely and consistent follow-ups for improved patient care.

Save Time

Reduce time spent on manual follow-up tasks with automation.

Enhance Efficiency

Streamline processes to allow staff to focus on patient care.

Reduce Errors

Minimize human errors in follow-up scheduling and communication.

Improve Retention

Strengthen patient loyalty through consistent communication.

Optimize Workflow

Create a smooth, efficient follow-up workflow in your clinic.

Features

Key Features of Automation

Discover how this automation transforms your patient follow-up process.

  • 1
    Automated Email Generation

    Automatically generate and send personalized follow-up emails post-appointment.

  • 2
    Task Scheduling Integration

    Seamlessly schedule follow-up tasks in task management apps.

  • 3
    Cliniko Record Updates

    Keep Cliniko updated with automatic follow-up notes.

Feature

Outcomes

Transformative Outcomes

See the tangible benefits this automation brings to your clinic.

30%
Increased Patient Engagement
70%
Reduced Manual Effort
100%
Improved Follow-Up Consistency

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FAQ

Frequently Asked Questions

Answers to common questions about this Cliniko automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required