Lab Appointment & Results Notification Automation
A fully automated lab booking and follow-up system that reduces admin overhead, syncs appointments, and alerts patients when results are ready.
What this workflow does
• Trigger: Formsite submission with appointment details.
• Step 1: Log the appointment into Google Calendar.
• Step 2: Send confirmation email + SMS to patient.
• Step 3: Check if the patient is new.
◦ If new → Add them to GoHighLevel CRM + create a Google Drive folder.
◦ If existing → Continue without duplication.
• Step 4: Once the lab test is marked complete, the system waits for the result status update.
• Step 5: When results are ready, update patient record in CRM and trigger automated SMS + email notification to the patient.
Why it matters
Manual scheduling and result communication lead to missed follow-ups, duplicate records, and high admin load. This workflow centralizes appointments, reduces errors, and ensures patients are reliably notified when results are ready.
Who this is for
Labs, diagnostic clinics, and medical practices that want to streamline bookings, reduce manual result notifications, and keep all patient data in sync across CRM, calendar, and communication tools.
Key Benefits
• One flow handles appointments, patient registration, and notifications
• Automatic patient onboarding into CRM with Drive folder organization
• Real-time appointment sync to Google Calendar
• Reliable SMS + email alerts for results
• Saves staff time and improves patient communication
