Appointment Reminders
- 48h trigger checks calendar + confirmed sessions
- Personalized reminder SMS and email are generated
- Delivery + read status logged to dashboard
Admin Automation Demo
Live view of practice workflows running in the background.
No-Show Follow-up
- Session status marked no-show after grace window
- Supportive follow-up message sent with rebooking link
- Case flagged for therapist review next morning
Insurance Pre-fill
- Coverage fields parsed from intake responses
- Payer details mapped to claim form draft
- Prepared packet queued for therapist approval
Automation Log
- ✅ Reminder sent to Sarah M. — 24h before appointment
- ✅ No-show follow-up sent to James K.
- ✅ Insurance pre-fill generated for Lena T. (CareFirst PPO)
- ✅ Intake confirmation sent to Priya S. with scheduling link
- ✅ Upcoming 48h reminder batch queued (3 clients)