Healthcare

Follow-up

Post-visit follow-up sequences for recovery checks, lab results, and satisfaction.

Automation overview

What this automation does

This automation starts when visit marked complete in EHR or clinic Sheets. It google sheets logged, whatsapp logged, gmail logged, typeform logged, and slack logged, then eHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D.

Trigger

Visit marked complete in EHR or clinic Sheets

Main actions

Google Sheets logged → WhatsApp logged …

Final outcome

EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for p…

Execution time

1–3 minutes

Apps used

6 integrations

AI-powered

Difficulty

Advanced

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Cliniko EHR

Event detected

Step 1

Google Sheets

Logged

Step 2

Logged

Step 3

Gmail

Logged

Step 4

Typeform

Logged

Step 5

Slack

Logged

Result

Slack

Workflow complete

Step-by-step

How each step runs

1
Cliniko EHRTrigger
Event detected
Visit marked complete in EHR or clinic Sheets
2
Google Sheets
Logged
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D
3
WhatsApp
Logged
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D
4
Gmail
Logged
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D
5
Typeform
Logged
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D
6
Slack
Logged
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D
7
Slack
Workflow complete
EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D

Apps used

Connected applications

Cliniko EHR

Logged

Google Sheets

Logged

Gmail

Logged

Typeform

Logged

Slack

Logged

Summary

Automation summary

Trigger: Visit marked complete in EHR or clinic Sheets
Inputs: Visit marked complete in EHR or clinic Sheets, Business Name, Notification Email, Timezone
Outputs: EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded D, Typeform logged, Slack logged
Business goal: Automate follow-up end-to-end with accurate app routing.
Execution frequency: On demand with batch fallback
Estimated runtime: 1–3 minutes
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Cliniko EHR, Google Sheets, WhatsApp

Benefits

Why use this automation?

Save ~2 hours/week

Remove repetitive steps from Follow-up so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

Cliniko EHR
Google Sheets
WhatsApp

Required accounts

Active Cliniko EHR workspace with API access
Active Google Sheets workspace with API access
Active WhatsApp workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

5 min including app authorization and test run
Difficulty: Advanced

Optional apps

Gmail (optional)
Typeform (optional)
Slack (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~11 min

Required connections

ehr(required)
Previewehr: workflow actions run in preview
⚠ Missing
Google Sheets(required)
⚠ Missing
WhatsApp (Twilio)(required)
PreviewWhatsApp (Twilio): workflow actions run in preview
⚠ Missing
Gmail(required)
⚠ Missing

• Missing connection: ehr
• Missing connection: Google Sheets
• Missing connection: WhatsApp (Twilio)
• Missing connection: Gmail

Manage all connections →View all installations →

Workflow summary

Trigger: Visit marked complete in EHR or clinic Sheets
Steps: 7 nodes
Required apps: 4
Optional apps: 2

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeAdvancedPartial5 min setup★4.6456 installs · 166 reviews

Customize for My Business

Analytics

Template performance

30.3k

Views

456

Installs

600

Favorites

4.6

Avg rating

1.5%

Conversion

5 min

Setup time

95%

Success rate

Trending score

Most used integrations

ehrGoogle SheetsWhatsApp

EHR or Sheets visit marked complete triggers day 1 WhatsApp recovery check for procedures, day 3 lab results available Gmail secure link when results uploaded Drive, day 7 satisfaction Typeform, abnormal lab flag immediate nurse Slack with patient callback task, all logged patient timeline CRM.

Some steps run in preview until their integrations go live.

Required apps

EhrPreviewGoogle SheetsLiveWhatsAppPreviewGmailLive

Optional apps

TypeformPreviewSlackLive

All integrations

EhrGoogle SheetsWhatsAppGmailTypeformSlack

Workflow preview

How Follow-up runs

Trigger

Map visit type sequences

→

Process

Rule engine

→

Action

ehr

→

Notify

Alert & log

EhrGoogle SheetsWhatsappGmailTypeformSlack

Setup steps

Get started in 5 steps

1
Connect clinical workflow
EHR/Sheets, Twilio, Gmail secure links, Drive results, Typeform, Slack nursing.
2
Map visit type sequences
Surgery vs routine consult different follow-up day sets.
3
Secure lab delivery
Time-limited signed URL; PIN via separate SMS.
4
Abnormal result escalation
Critical values bypass patient auto-send; nurse call first.
5
Test surgery path
Complete visit → day 1 check → lab → satisfaction flow.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Slack Channel	text	#general	No
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No
Gmail Search Query	text	is:unread	No

FAQ

Frequently asked questions

HIPAA considerations?

Minimal PHI in WhatsApp; detailed results via secure link only.

Patient opt-out?

STOP on WhatsApp marks no automated follow-up.

Chronic care?

Monthly check-in branch for diabetes hypertension programs.

Referral follow-up?

Specialist referral reminder at 14 days if no booked appointment detected.

Reviews

4.7

★4.7

166 total reviews

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★Verified install

3/20/2026

Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

3/3/2026

After two weeks live, Follow-up has become core to our daily ops. Verified install — runs without babysitting.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Ahmed Hassan

Operations Lead · Cairo Eats

★★★★★

2/14/2026

Follow-up replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Setup was straightforward · Great documentation

Documentation

Template documentation

Overview

Requirements

Active ehr account with API access
Active google-sheets account with API access
Active whatsapp account with API access
Active gmail account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

ehrPreviewgoogle sheetsLivewhatsappPreviewgmailLivetypeformPreviewslackLive

Triggers

Visit marked complete in EHR or clinic Sheets

Actions

Map visit type sequences
Secure lab delivery
Abnormal result escalation
Test surgery path

Examples

Quick start

Activate Follow-up with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Follow-up.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

12/18/2025

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

10/19/2025

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

8/20/2025

featureInitial marketplace release.

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Recommendations

Customize Follow-up for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Follow-up

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Follow-up runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Patient Intake

Appointment Booking

Medical FAQ

Lab Result Patient Notify

Customers also installed

Prescription Reminder

Medical FAQ

Lab Result Patient Notify

Patient Intake

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Follow-up for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Patient Intake

Appointment Booking

Medical FAQ

Lab Result Patient Notify

Customers also installed

Prescription Reminder

Medical FAQ

Lab Result Patient Notify

Patient Intake

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing