Three new starting points for your automation rules.

Investigation Received

Available on Flow accounts. Runs when an unreviewed result first appears under Investigations, including lab results, client uploads, HealthLink results, and faxes or attachments filed there by staff. Use Set Task or Send Notification to staff. Later results or corrections for the same lab order don't trigger it again.

Practitioner Assigned

Runs when a practitioner is newly assigned to a client, including during client creation. Use Assignment Type to include or exclude New client, Reassigned, Bulk reassigned, Client booking or Campaign auto-assign.

Client Added to Group

Runs when a client newly joins a group, including when another automation adds them. You can set a task, send notifications, forms, assessments, consent or form packs, attach a protocol, or move the client to a group stage. Event Default reaches the group's lead practitioner; choose a named practitioner or staff role if the group has no practitioner lead.

Good to Know

Test Event lets you test Practitioner Assigned rules with an Assignment Type to check which rules would fire.