Automations for clinics
Document request chaser for clinics
Most clinics I talk to mention the same thing: intake forms and referral letters arrive in five different formats. The document chaser deals with it quietly while reception is handling walk-ins and referral letters. Asks for the documents you need, reminds people politely and files what comes in.
Where clinics lose time today
- Intake forms and referral letters arrive in five different formats.
- Staff answer the same questions about opening hours and what to bring.
- Invoices to patients and insurers get chased by hand.
What it looks like in practice
Take a physiotherapy clinic with four clinicians and one receptionist as an example. You need four documents from a patient. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in Cliniko.
How it works for clinics
For a physiotherapy clinic with four clinicians and one receptionist, the flow is short and predictable.
- You choose what's needed from a patient.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in Cliniko.
- You see what's still missing.
Tools it connects to
You keep working in Jane App, Cliniko and Typeform. The document chaser sits alongside, built with n8n, Google Drive and Gmail.
Questions from clinics
Does the document chaser 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 document chaser, 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.
Can I change how it works later?
Yes. The document chaser keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your patients, message me and I'll quote it first.
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