Master advanced automation workflows that handle scheduling, billing, and patient flow without manual intervention
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Set up condition-based scheduling rules, emergency routing, and waitlist management
Intelligent scheduling begins with proper triage. By categorizing patients based on pain levels and urgency, Evergreen can automatically route them to appropriate appointment slots and timeframes.
Practices using intelligent triage reduce emergency walk-ins by 60% while improving patient satisfaction through faster access to care when needed most.
Configure the four triage levels and their automated scheduling rules. Click each level to see the automation settings:
Select a triage level above to see the complete automation workflow and scheduling rules.
Different appointment types require different time allocations and preparation. Smart scheduling automatically assigns appropriate slots based on patient needs and visit type.
Automated waitlist management maximizes schedule efficiency by instantly filling cancellations with appropriate patients based on urgency and availability.
Automate insurance verification, payment collection, and claims processing for Canadian practices
Canadian chiropractic practices deal with multiple insurance types. Automated verification ensures patients understand their coverage before appointments, reducing billing issues and improving cash flow.
Set up automated verification for different Canadian insurance types. Click each type to configure automation:
Select an insurance type above to see the automated verification workflow and optimization strategies.
Automated payment collection reduces administrative burden while improving cash flow. The system adapts messaging based on payment history and insurance type.
Design efficient check-in processes, treatment room management, and patient satisfaction tracking
Optimized patient flow reduces wait times, improves satisfaction, and maximizes practice efficiency. Each stage can be automated to create a seamless experience.
Click through each stage of the patient flow to see automation opportunities and time-saving features:
Select a flow stage above to see detailed automation strategies and efficiency improvements.
Efficient room turnover is crucial for practice productivity. Automation ensures rooms are properly prepared and cleaned between patients while minimizing downtime.
Real-time satisfaction tracking allows practices to address issues immediately and identify opportunities for improvement before problems escalate.
Practices using automated satisfaction tracking see 35% fewer negative reviews and 50% more positive referrals due to proactive issue resolution.
Set up emergency triage systems, after-hours communication, and urgent care protocols
After-hours emergencies require immediate, intelligent triage to ensure patients get appropriate care while protecting the practice from unnecessary emergency calls.
Set up automated responses for different emergency scenarios:
Select an emergency protocol above to see the complete automated response workflow and staff notification procedures.
Intelligent symptom assessment helps patients understand the urgency of their condition while ensuring appropriate care pathways are followed.
This automated system guides patients through evidence-based questions to determine appropriate care levels:
A comprehensive after-hours support system ensures patients receive appropriate care even when your practice is closed, while maintaining continuity of care.
What pain level should automatically trigger emergency appointment scheduling?
How much can intelligent triage reduce emergency walk-ins?
When should post-visit satisfaction surveys be automatically sent?
Assessment results will appear here.
Take these resources to support your automation coaching:
⚙️ Automation Workflow Templates 📋 Triage Assessment Scripts 💳 Billing Automation Setup Guide 🚨 Emergency Protocol Checklists