Create Automations

Settings > Automations > + Create. 

Automations are preprogrammed actions that listen for specific triggers. When those triggers arise, the automations perform defined actions such as sending emails, forms, appointment booking links, tasks, SMS messages or push notifications. 

Best Practices:

• Think about any repetitive actions your staff take in their day-to-day operations that may be optimized via automations. We’ve pre-populated your tablespace with some templates to help you get started. Fold customers frequently use automations for the following use cases:
  1. When going live with Fold, send an app invite to all existing patients.
  2. Send a confirmation when an appointment is booked or cancelled and send appointment reminders at the cadence of your choosing.
  3. When a patient self-schedules an appointment where RSVP is enabled, notify a staff member to change the status from Pending to Scheduled or reschedule if needed. 
  4. To encourage adoption of the app, send a reminder when a patient checks in for their appointment.
  5. Send a reminder to patients to complete forms prior to an appointment. 
  6. Task a staff member to view forms that a patient has submitted.
  7. Send an app invite when a new patient joins your practice.
  8. When a new patient joins your practice, generate a task for a staff member to reach out. 
  9. When a patient hasn’t been seen recently, send a self-scheduling link or task a staff member to reach out.
  10. For patients whose employer-sponsored DPC membership plan expires, reach out to remind that individual memberships are available.
• You must pick the correct automation trigger from the start; this cannot be changed later.
• We recommend numbering your templates for easy reference. 
• For most automations, best practice is to include a filter node in the beginning to limit the automation to patients in Active status. 
• By default, all emails from Automations are sent from no-reply@yourdomain.com.
• To test an automation, you can add a Test tag to a few patients, then add a node at the beginning of the automation to filter the patients to that tag. 
• Recommended automations are pre-populated in your tablespace and listed below. The bolded automations are required for basic functionality of Fold.
• Toggle on the Status button for each automation when you are ready for them to go live. Be sure that all automations have been tested prior to toggling on.