Workflow automation

Automate pre-consult, in-consult, and post-consult workflows so teams can move faster with less manual coordination.

Workflow at a glance

Automation coverage

End-to-end

from pre-consult setup to post-consult routing in one connected workflow.

Task completion

1-click

complete mapped actions quickly without repetitive manual handling.

Operations support

Admin workspace

practice admins and secretaries can monitor, action, and manually complete tasks.

How does it work?

Pre-consult setup

Load patient contextAuto
Fetch latest investigationsAuto
Prepare consult checklistAuto

Pre-consult automations

Prepare each consult with automated setup across connected systems before the appointment starts.

In-consult support

Auto-filling forms from consult context...

In-consult automation

Reduce repetitive data entry with guided automation while the consultation is in progress.

Post-consult tasks

Save to EMR
Fax referrer
Send patient copy
1 click complete

Post-consult completion

Route outputs automatically, with one-click completion and operational follow-up when needed.

Practice operations workspace

Practice admins and secretaries get a dedicated platform view to track post-consult work, complete tasks manually when needed, and keep follow-up moving.

Task queue

Pending
In progress
Needs manual action

Manual completion tools

Staff can manually complete or retry individual post-consult actions with clear visibility over what has already run automatically.

Complete selected tasks