Release Note
New Automation Triggers and Client Emails
Release date:
The Automation Builder can now do much more, helping you automate everyday work and client emails.
New Triggers
• Referral Status Change and Client Profile Status Change: set a from and to status.
• Appointment Date: fire a chosen number of days before or after an appointment, optionally filtered by appointment type.
New Conditions
• Referral Status, Task Template and Task Status.
New Actions
• Send Email to Client using one of your active client email templates.
• Send emails to clinicians using email templates.
Good to Know
Automated emails are logged in the client's communications record.
