Form + SMS Automation for Patient Appointments
Budget: $750 – $1,500 AUD
I need a system which will automate a workflow that currently involves:
- Exporting patient contact details and invoice details from Cliniko as CSV
- Processing and uploading contact details to ClickSend
- Creating pre-filled Google Forms using invoice details
- Shortening form link using URL shortener
- Sending personalised SMS message with form links to each patient
The solution should eliminate manual tasks and automate this process.
The process is outlined on the attached document.
- Exporting patient contact details and invoice details from Cliniko as CSV
- Processing and uploading contact details to ClickSend
- Creating pre-filled Google Forms using invoice details
- Shortening form link using URL shortener
- Sending personalised SMS message with form links to each patient
The solution should eliminate manual tasks and automate this process.
The process is outlined on the attached document.