
Appointment Scheduling
When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.

Appointment Scheduling
Whenever a new appointment is booked in Optimantra, this workflow instantly reserves the same time slot in your Jotform calendar - preventing double bookings automatically.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Canvas Medical. It updates existing records or creates a new one - no manual data entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in OpenDental. It updates existing records or creates a new one - no manual data entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they exist in AdvancedMD. It creates or updates their profile and schedules an appointment automatically - no manual entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Tebra. It updates existing patient record or creates a new one - no manual entry required.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in IntakeQ. It updates existing records or creates a new one - no manual data entry needed.

Labs & Prescription
A fully automated lab booking and follow-up system that reduces admin overhead and syncs appointments.

Patient Intake
A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.

Patient Intake
When a referral form is submitted, this workflow automatically creates a patient record in CanvaMedical, optionally schedules their first appointment, sends a confirmation, and logs the intake in Google Sheets.

Appointment Scheduling
When an appointment is created, rescheduled, or canceled in Athenahealth, this workflow automatically syncs it to Google Calendar, sends a confirmation email to the patient, and logs the activity in Google Sheets.
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