Digital intake
Forms sent ahead of time, auto-routed by appointment type.
Industries / Healthcare
AI & automation for Healthcare.
Cut admin, keep the human touch
DwgWhat we build for Healthcare
SheetIndustries
Steps04
Clinics drown in intake forms, scheduling, and data re-entry. We automate the paperwork (carefully, with privacy in mind) so staff spend time on patients, not keyboards.
Where it hurts
3 pain points- Slow paper intake delaying same-day appointments
- Manual re-entry of patient data into the EHR
- Missed calls and after-hours inquiries going unanswered
What we build for you
4 buildsEHR integration
Data flows straight in, so the same details are not keyed twice.
Insurance checks
Coverage verified at booking, so gaps surface before the appointment.
Voice & chat agents
Answer, triage, and book outside office hours, escalating what needs a person.
See the full list of services or browse automation use cases.
The cost of leaving it manual
Manual intake and re-keying delay same-day appointments and pull staff away from patients - and missed after-hours calls are patients who go unhelped.
Common bottlenecks here
Recipes for Healthcare
5 recipesSync a Google Form to Sheets with validation and alerts
Form submissions land in a spreadsheet unchecked, so bad or incomplete entries aren't caught until someone reviews the sheet later.
Form submitted → Response written to Sheets → Entry checked against validation rules → Invalid or urgent entries trigger a Gmail alert
Triage inbound Gmail enquiries into a Sheets queue
General enquiries land in one inbox with no way to see what's outstanding, so requests get answered out of order or missed.
New enquiry email arrives in Gmail → Sender and subject logged to a Sheets queue → Row flagged with priority by rule and an owner assigned
Send calendar reminders from a Google Sheet
Dates that matter, renewals, follow-ups, deadlines, live in a spreadsheet, and nobody remembers to check it until something is already late.
Sheet row reaches its reminder date → Reminder details pulled from the row → Calendar event and Gmail reminder created for the owner
Extract data from Drive PDFs into a Sheet
PDFs land in a Drive folder and someone opens each one to copy the numbers into a spreadsheet by hand.
New PDF added to a watched Drive folder → Document parsed and fields extracted → Row written to the Sheet → Files that fail to parse are flagged for a manual look
Draft Gmail replies from a knowledge base
Support replies to common questions are retyped from scratch every time, even though the answer already exists in the docs.
New question email arrives in Gmail → Knowledge base searched and a draft reply written → Draft saved to the thread for review → Sent once approved, or edited first
Common questions
- Is automation safe for patient data?
- We build workflows with least-privilege access and audit trails, and we do not claim HIPAA compliance for ourselves.
- Can it reduce no-shows?
- Yes - automated reminders and easy rescheduling are among the most effective ways to cut no-shows and keep the schedule full without adding front-desk work.
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