Healthcare: Pre-appointment Intake Form Flow


Who enjoys filling out your paperwork right when you get to your appointment?

No one. And it's not just a hassle for the contact coming in for a check-up. The time it takes for them to provide this information can lead to back-ups in schedule and the whole day running late for everyone. Many doctor offices have switched to gathering the necessary information before the appointment. We went a step further and automated it for you.

This automation uses a custom date field storing the contact's next appointment date to send out the intake paperwork for them to fill out a few days before their appointment. This gives them time to reach out if they have any questions and come prepared to their appointment. Use ActiveCampaign's powerful integration with Dropbox to attach the paperwork to the email.

Here's how this automation works:

1. The contact enters this automation whenever their custom date field for Appointment Date changes, indicating they have booked an appointment.
2. The contact is held in a wait step until their appointment date is 3 days out. This condition uses the same custom date field as the trigger.
3. The contact is sent an email with the paperwork they need to fill out before their appointment.
4. The contact exits the automation.

Note: The Dropbox integration can be found in the Personalization menu in the Send an email action when designing your campaign.

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