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Automations

Reminders, follow-ups and chores that send themselves — every run recorded, every skip explained.

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What it is

A page of ready-made automations you switch on — no flowchart builder to learn. For patients: birthday wishes, appointment reminders at 24 hours and 2 hours, a thank-you with a review ask after the visit, a win-back the morning after a no-show, medicine-refill nudges, “your report is ready”, polite payment reminders, and festival greetings on the dates you pick. For the clinic: stock below par opens a purchase task, an ageing unsigned report escalates, an unpaid bill gets a nudge and a follow-up task, a poor review alerts the owner and opens a response task. Every automation shows its own numbers, and every single run is written down — sent, skipped or failed, with the reason — so “did it go?” always has an answer. Everything ships switched off; you choose what wakes up.

Who uses it: Built for: Every specialty
Reads: Appointments, bills, prescriptions, lab results, stock levels, reviews
Writes: A run ledger, queued messages, tasks
Never: It never messages a patient who has not consented, never breaks quiet hours or frequency caps, and never sends the same thing twice — a rerun finds the record of the first send and walks away.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Every automation stops firing immediately. The run history stays so you can still see what was sent while it was on.

How it works

Read the listReady-made automations — appointment reminders, a thank-you after the visit, a win-back the morning after a no-show, a nudge on an unpaid bill. There is no flowchart to learn.
Switch on only what you wantEverything ships off. Each one is turned on per channel — WhatsApp, SMS or email — so a clinic that only has SMS is not half-configured.
Route the ones that are for staffAn alert that belongs to a person rather than to a patient goes to a role, in the app or on a channel.
Read the run ledgerEvery single run is written down — sent, skipped or failed, with the reason. "Did it go?" always has an answer, which is the part most automation cannot say.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It never messages a patient who has not consented, never breaks quiet hours or frequency caps, and never sends the same thing twice — a rerun finds the record of the first send and walks away.

AI in Automations

AskQuestions about what is on screen — “What needs attention in Automations today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

Automations — Automations — Reminders and follow-ups that send themselves — 01Automations — Reminders and follow-ups that send themselvesCaptured from the running demo clinic

01Automations — Reminders and follow-ups that send themselvesCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 22

AdmitLine BillDesk CarePings CaseNotes CGHSDesk ClaimsLine ConsentVault ExportDesk LabBridge LeadDesk Loyalty Points Patient Registry PayLinks PMJAYDesk PostOpCall PriceQuote RecallWave ReferralNet RemindRx ReviewMagnet SlotGrid StoreStock

Hands to · 5

AdmitLine Insights Loyalty Points PayLinks RecallWave

See the whole clinic →

Questions clinics ask

What does Automations do?

Reminders, follow-ups and chores that send themselves — every run recorded, every skip explained. A page of ready-made automations you switch on — no flowchart builder to learn. For patients: birthday wishes, appointment reminders at 24 hours and 2 hours, a thank-you with a review ask after the visit, a win-back the morning after a no-show, medicine-refill nudges, “your report is ready”, polite payment reminders, and festival greetings on the dates you pick. For the clinic: stock below par opens a purchase task, an ageing unsigned report escalates, an unpaid bill gets a nudge and a follow-up task, a poor review alerts the owner and opens a response task. Every automation shows its own numbers, and every single run is written down — sent, skipped or failed, with the reason — so “did it go?” always has an answer. Everything ships switched off; you choose what wakes up.

What data does Automations read and write?

Automations reads appointments, bills, prescriptions, lab results, stock levels, reviews and writes a run ledger, queued messages, tasks. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does Automations deliberately not do?

It never messages a patient who has not consented, never breaks quiet hours or frequency caps, and never sends the same thing twice — a rerun finds the record of the first send and walks away.

What happens to our data if we uninstall Automations?

Every automation stops firing immediately. The run history stays so you can still see what was sent while it was on.

Is Automations available today?

Yes — Automations is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see Automations running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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