Automated Patient Appointment Reminders and Pre-Appointment Questionnaires

This flow will automatically detect appointments 24 hours in advance, create personalized reminders, and send them via both email and SMS. The Google Forms link in your message will direct patients to complete the pre-appointment questionnaire

  1. Start with Google Calendar Event Reader as your trigger:

    • Configure it to read from your appointment calendar
    • Set “Minutes Before Event” to 1440 (24 hours before)
    • Select outputs: “Event Names”, “Event Start Times”, “Attendee Emails”
  2. Add Datetime to format the appointment time:

    • Set Format to “Day-Month-Year Hour:Minute”
    • Connect to Event Start Times if needed for formatting
  3. Use Combine Text to create your reminder message:

    • Format: “Reminder: Your {Event Names} appointment is scheduled for {formatted date/time}. Please complete our pre-appointment questionnaire: [FORM LINK]”
    • Connect Event Names and formatted date/time
  4. Add Ask AI for personalization:

    • Prompt: “Create a personalized reminder for a {Event Names} appointment. Include what the patient should bring.”
    • Connect Event Names to the prompt
  5. Use another Combine Text to merge the AI response with your base message

  6. Add Gmail Sender for email notifications:

    • Connect Attendee Emails to recipient
    • Connect your combined message to body
    • Set an appropriate subject
  7. Add Send SMS Notification for text reminders:

This topic was automatically closed 15 days after the last reply. New replies are no longer allowed.