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Demo on test data

Therapy clinic: check-in on a tablet, the right email each morning

Families check in on a tablet at the front desk. Each morning the right email goes out in English or Spanish, and the coordinator reads one list.

Rebuilt on test data
From check-in to the morning email. The families on screen are test data.
Read the transcript

[No audio] A parent checks in on the front-desk tablet, picks new or returning patient, and submits. The screen shows Checked in. The welcome email lands in the parent's inbox with an onboarding video and a quiz. It was sent by itself. No one at the desk typed it. The tracking sheet. Every day between 8 and 9 AM each family gets the email their status calls for: flag notice, warning, pending discharge, discharge or welcome back, in English or Spanish. The no-show form. The parent explains the missed appointment and uploads a doctor's note. It goes to the clinic and lands in the tracking sheet. One daily summary email for the coordinator: who is pending discharge and who is discharged. Check-in to no-show follow-up, done by itself. Google Forms, Google Sheets, Apps Script and Gmail.

Trade
Therapy clinic
Tools
  • Google Forms
  • Google Sheets
  • Apps Script
  • Gmail

Before and after

The front desk types every welcome and no-show email by hand.

Before and after
BeforeAfter
Morning emailsTyped by hand at the front deskSent each morning by status, in English or Spanish

What we built

  • Tablet check-in. New or returning, families check in on one form at the front desk.
  • Morning emails. Each family gets the email their status calls for, in English or Spanish.
  • No names in subject lines. The missed-visit email reads "Notice: Missed Appointment" and carries no patient name.
  • No-show form. A parent explains the missed visit and can attach a doctor's note.
  • One list for the coordinator. A daily email shows who is pending discharge and who is discharged.

How it works

  1. A family checks in on the front-desk tabletGoogle Forms
  2. The check-in lands in the trackerGoogle Sheets
  3. Each morning every family gets the email their status calls for, with no patient name in the subjectApps Script, Gmail
  4. The coordinator reads one daily summaryApps Script

Front desk still chasing no-shows?

Tell us how families check in today and which emails your staff type.

Or send one sample file on WhatsApp (opens WhatsApp). Fake names are fine.

Tell us your intake flow

We reply within one business day. No card, no contract.

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