Forms that go out before the appointment, on their own
Practices connected to Cliniko or PracSuite can set rules: a welcome pack when a new client books, and a measure before a follow-up appointment. Nobody presses Send.
Highlights
- -Several rules per practice, each reading as a plain sentence before you save it
- -Choose the forms, how far ahead they go, and which appointment types count
- -Spacing rules stop somebody being sent the same measure twice in a week
- -One line on your dashboard if a rule stops working
- -Nothing sends until you turn a rule on
Intake before a first appointment and an outcome measure before a review are the two sends that get forgotten, because they depend on somebody noticing a booking. If your practice is connected to Cliniko or PracSuite, you can now write that down as a rule: what goes out, how far ahead of which appointment types, and to whom. Each rule reads back as a sentence with real times in your practice's timezone before you save it, spacing rules stop the same measure going out twice in a week, and if a rule stops working your dashboard says so in one line. Nothing sends until you turn a rule on.
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