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
Typeform to Canvas Medical Patient Intake Sync
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.
Patient Intake
Jotform to Healthie Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Healthie. It updates existing records or creates new ones - automatically and without manual effort.
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