Automation & Tasks

Set up rules that run your practice automatically — appointment reminders, follow-up alerts, billing notifications, and task assignment.

Key Capabilities

Create trigger-action rules like 'When appointment is created, send SMS reminder 24 hours before'. Set it once, let it run.

Appointment created or updated, consultation signed, invoice issued, payment received, and many more trigger points.

Send SMS, send email, create task, update status, trigger notification — combine for powerful workflows.

View when rules fired, what actions were taken, and any errors. Full transparency into automation.

Create, assign, and track practice tasks. Link tasks to patients, consultations, or keep them standalone.

View tasks in list or board format. Filter by assignee, status, priority, and category.

Creates automation rules, manages task workflows, reviews execution history, configures triggers.

Views assigned tasks, marks tasks complete, creates follow-up tasks for patients.

Manages task queue, creates administrative tasks, tracks patient follow-ups.

Automation & Tasks connects seamlessly to these other features.

R500/month · All features included · Unlimited users

14-day free trial — no credit card required