Automation Rules let you set up automatic actions that trigger when specific events happen in your practice, reducing manual follow-up work.

How It Works

A new Automation Rules tab in Task Settings (alongside Categories and Templates) with a 3-step rule builder: Basics (name, trigger, action type), then Conditions (optional filters), then Action Configuration (action-specific settings and rule summary). Each rule has an execution history view showing when it fired, what conditions were evaluated, and whether it succeeded.

Available Triggers

• Appointment Booked, Cancelled, Attended, Client No-Show, Rescheduled
• New Referral, Referral Client Linked
• Assessment Completed, Consent Completed, Form Completed
• Crisis Alert (Case Note Safeguarding)
• Payment Failure

Available Actions

• Set Task: create a task from a template, assigned to a specific clinician or staff role pool
• Send Form, Send Assessment, Send Consent: send a form, clinical assessment, or consent form to the client
• Send Notification: email a staff member or role group
• Generate Invoice: create an invoice using a template (or account defaults)
• Take Payment: charge against a saved card

Conditions

Conditions support AND/OR logic. Rules without conditions fire for all matching events. Example: "When Appointment Booked AND Appointment Type is Initial Consultation, Send Intake Form."

Who Can Do What

• Superusers can create, edit, clone, and manage rules
• Admins can view rules and execution history

Coming Soon

• Scheduled and time-based triggers
• Reminder and escalation sequences

Access

Available on accounts with Task Management enabled.