Digital intake forms that pre-fill returning patients and sync to EHR before visit.
This automation starts when appointment booked — intake form sent immediately. It google sheets sends, cliniko ehr creates, and whatsapp creates, then demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structure.
Read-only visualization of how data moves from trigger to final result.
Appointment booked — intake form sent immediately
Appointment booked sends Typeform intake link
demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structure
demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structure
demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structure
Sends
Sends
Creates
Creates
Remove repetitive steps from Patient Intake so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~9 min
Form submission trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Appointment booked sends Typeform intake link—demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structured fields to Cliniko API or Sheets EHR tab, flags incomplete mandatory fields WhatsApp reminder 24h before, provider sees summary in Calendar event description.
Some steps run in preview until their integrations go live.
Typeform, Sheets/Cliniko CRM, Drive PDF, Calendar, Twilio reminder.
Branching by visit type—new vs follow-up, specialty-specific questions.
Phone lookup populates known fields; patient confirms or updates.
One-page PDF allergies meds history for Calendar attach.
Both paths complete with EHR fields populated.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Google Sheet ID | text | No | |
| Sheet Range | text | Sheet1!A:Z | No |
Guardian section required; consent signature dual.
Full Arabic Typeform with RTL.
Upload OCR extracts policy number to CRM.
Check-in desk notified to complete on arrival not cancel.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
57 total reviews
After two weeks live, Patient Intake has become core to our daily ops. Verified install — runs without babysitting.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Patient Intake replaced a manual process that took 2 hours daily. ROI was clear within the first month.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
We deployed this across three locations and saw immediate time savings. The Patient Intake workflow handles edge cases we didn't expect it to.
+ Support team helped customize quickly · Setup was straightforward
Appointment booked sends Typeform intake link—demographics, insurance, history, consent; returning patients pre-fill from Sheets CRM; submission creates PDF summary in Drive patient folder, pushes structured fields to Cliniko API or Sheets EHR tab, flags incomplete mandatory fields WhatsApp reminder 24h before, provider sees summary in Calendar event description.
Activate Patient Intake with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Patient Intake.
Current version: 1.2.0
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