Results & Follow-Up Management

Patients get timely results and follow-up reminders without staff spending hours chasing paperwork and phone queues.

110 hrs
Time saved/month
8
Companies have mapped
Map This Automation

About This Automation

Lab results arrive through multiple channels and require manual data entry, patient notification, and appointment scheduling. This fragmented workflow delays care and consumes significant staff time.

Automation captures results from email and fax, enters data into patient records, and schedules follow-up appointments without manual intervention. Clinicians review only abnormal results, and patients receive same-day notifications.

Key features
Extract lab result data automatically from email and fax messages
Match results to patient records and populate test values without manual typing
Identify abnormal results and flag them for clinician review
Send patient notifications by email or SMS on the same day results arrive
Book follow-up appointments based on result severity and clinic availability
Log all activities in the patient record for continuity of care

How The Automation Works

The full workflow, from trigger to completion.

1. Lab Result Receivedtrigger

A new lab result email arrives. The automation is triggered and extracts the patient name, test type, and result values.

2. Match Patient

The automation searches for the patient by name or ID and retrieves their record.

3. Log Result to Patient Record

The automation creates a new result entry with the test type, values, and date.

4. Clinician Reviews Result

A notification is sent to the assigned clinician with the result summary. The clinician reviews and marks it as normal or abnormal.

5. Send Patient Notification

Based on the clinician's review, a templated notification is sent to the patient via SMS or email.

6. Schedule Follow-Up Appointment

If a follow-up is needed, the automation checks available clinic slots and books an appointment, then sends confirmation to the patient.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
110hrs/month
Process pain:8.2/10
Mapped by:8 Companies

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