Automations for clinics
Automated reports for clinics
Most clinics I talk to mention the same thing: phone lines are busy at opening time and patients hang up. The automated report flow deals with it quietly while reception is handling walk-ins and referral letters. The report you rebuild every week, pulled together and sent on schedule.
Where clinics lose time today
Phone lines are busy at opening time and patients hang up. Nobody at a physiotherapy clinic with four clinicians and one receptionist signed up for that part of the job, and the automated report flow handles it.
What it looks like in practice
Take a physiotherapy clinic with four clinicians and one receptionist as an example. Every Monday at 8 a short report lands in your inbox. It pulls last week's numbers from Cliniko and puts them next to the week before, so you can see what changed in a minute.
How it works for clinics
For a physiotherapy clinic with four clinicians and one receptionist, the flow is short and predictable.
- I list the numbers you check and where they live.
- A workflow pulls them from Cliniko and your other tools.
- They're assembled into a simple report or sheet.
- It's sent by email or Slack on your schedule.
- Unusual numbers are highlighted.
Tools it connects to
You keep working in Jane App, Cliniko and Xero. The automated report flow sits alongside, built with n8n, Google Sheets and Looker Studio.
Questions from clinics
Does the automated report flow work with Jane App?
It depends on your Jane App plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the automated report flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The automated report flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your clinic business?
Tell me how your clinic business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built