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Labs & Prescription

Lab Appointment & Results Notification Automation

Labs & Prescription

Lab Appointment & Results Notification Automation

Lab form submitted → appointment booked → patient notified. All automated.

Formsite

→

Keragon

→

Twilio

Run this workflow

Managing lab bookings and results notification manually means delays, missed communications, and a lot of back-and-forth that your team shouldn't have to handle.

Who this is for

This template is built fo you if:

You use Formsite for lab appointment scheduling and need end-to-end automation
Your team manually coordinates between form submissions, calendars, CRM records, and patient notifications
You want lab appointment confirmations delivered automatically without staff outreach
You're a diagnostic clinic or health service handling high volumes of lab bookings

How it works

A patient submits a lab appointment form via Formsite
Keragon creates a Google Calendar event for the appointment automatically
A CRM record is created or updated with the patient and appointment details
Relevant documents are stored in Google Drive in the appropriate folder
A notification is automatically sent to the patient with appointment confirmation details

Key benefits

End-to-end lab booking and notification workflow fully automated
Google Calendar, CRM, Drive, and notifications all updated from a single form submission
Patients receive timely, accurate communication without manual follow-up
All lab data centralized and organized in your Google Workspace

How to get started

Click “Run this workflow”

You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.

Generate the workflow with AI

Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.

Review and publish

Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.

Workflow

Click to expand

Run this workflow

creator

Autotetra

templates published

Integrations

Formsite

GoHighLevel

Google Drive

Google Calendar

Gmail

Twilio

Categories

Labs & Prescription

Appointment Scheduling

Automate your lab appointment & results notifications now.

Try this workflow free. Live in minutes. HIPAA-compliant.

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