New patient intake at cosmetic clinics requires collecting forms, consent signatures, and before photos across multiple channels and tools. Manual distribution, chasing missing documents, and re-entering data into the patient record consume significant staff time and delay treatment readiness.
Automation sends intake and consent forms directly to patients, captures digital signatures, collects photos via a branded upload link, and files everything into the patient record automatically. Treatment staff are notified the moment all documents are complete.
The full workflow, from trigger to completion.
A new patient appointment is created or confirmed. The automation is triggered with the patient's name, email, phone, and appointment date.
A personalized intake form link is generated and sent to the patient's email. The form captures all required intake information in one step.
A envelope with the clinic's consent form is sent to the patient for immediate digital signature. The patient signs electronically without printing or scanning.
Responses are automatically parsed and written to the patient record, eliminating manual re-entry.
The signed document is automatically saved to the patient's folder with a standardized naming convention.
A shared folder link for before photos is automatically generated and sent to the patient, with instructions to upload images before their appointment.
Once intake and consent are complete, a notification is sent to the treatment team with the patient's name, appointment time, and a link to their complete file.
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