Work Smarter, Not Harder: Automations & Workflows for Your Practice

Streamline your operations, save time, and deliver a better patient experience with Funnel Cake MD’s automations and workflows.

Simplify Your Practice with Tailored Workflows From appointment reminders to patient follow-ups, automate repetitive tasks and focus on what matters most—patient care. Need help? Our technicians can build custom workflows for a nominal price.

 What Are Automations and Workflows?

Revolutionizing How Your Practice Operates

Automations and workflows are powerful tools that let you set up "if-this-then-that" scenarios to handle repetitive tasks automatically. Think of them as your virtual assistants, working behind the scenes to ensure nothing falls through the cracks.

Here’s how it works

  • Triggers: The workflow starts with an action or event (e.g., a patient books an appointment).

  • Steps: Based on the trigger, the system performs a series of predefined tasks (e.g., sending a confirmation email, adding the patient to a follow-up sequence, and notifying staff).

  • Actions: Action includes sending SMS or email reminders, updating records, assigning tasks, or even sending surveys.

Simple to Set Up, Powerful in Execution

With Funnel Cake MD, building workflows is easy thanks to our intuitive drag-and-drop interface. Even if you’ve never used automation tools before, you can create efficient systems in minutes.

 How Workflows Can Help Your Practice

Save Time and Reduce Errors

Automate repetitive tasks like appointment reminders, patient follow-ups, and data entry. This frees up your staff to focus on more critical work while ensuring tasks are completed accurately.

Example:

  • Automatically send a reminder email and SMS to patients 24 hours before their appointment.

  • If the patient confirms, mark them as confirmed in your system.

  • If they don’t respond, send a second reminder or notify your staff.

Enhance Patient Experience

Deliver consistent communication and timely updates to keep patients informed and engaged.

Example:

  • After a patient’s appointment, automatically send a thank-you message with a link to a satisfaction survey.

  • If the patient confirms, mark them as confirmed in your system.

  • For new patients, trigger a welcome email with helpful information about your practice.

Increase Efficiency and Revenue

By automating lead follow-ups and re-engagement campaigns, you can ensure no patient inquiry goes unanswered and keep your schedule full.

Example:

  • Automatically send a reminder email and SMS to patients 24 hours before their appointment.

  • If the patient confirms, mark them as confirmed in your system.

  • If the patient confirms, mark them as confirmed in your system.

  • If they don’t respond, send a second reminder or notify your staff.

Keep Your Team Organized

Assign tasks, notify staff of important updates, and track progress in real-time, all from within the platform.

Example:

  • When a new patient completes an intake form, automatically assign the task of verifying their information to a team member.

  • Notify the provider when a patient completes a pre-visit questionnaire.

Key Features of Funnel Cake MD Workflows

Intuitive Drag-and-Drop Builder

Easily create workflows with our user-friendly interface—no coding required. Drag actions, triggers, and steps into place to design workflows that fit your practice’s needs.

 Pre-Built Templates

Not sure where to start? Use our library of pre-built templates for common tasks like appointment reminders, follow-ups, and lead nurturing.

Custom Workflows Built

Just for You

Want something more specific? Our technicians can design and implement custom workflows tailored to your practice’s unique processes—for a nominal fee.

 Multi-Step Automations

Set up complex workflows with multiple steps to handle even the most intricate scenarios. Combine triggers, conditions, and actions to create workflows that truly work for you.

Integrated Across All Channels

Funnel Cake MD workflows integrate seamlessly with your communication tools, including SMS, email, phone, and patient portals, ensuring every step is cohesive.

How Our Technicians Can Help

Custom Workflows for Your Unique Needs

Not every practice is the same, and neither are their workflows. That’s why our team offers custom workflow creation.

  • Discovery: We’ll learn about your needs and processes.

  • Design: Our experts will build workflows that match your practice’s operations.

  • Implementation: We’ll integrate the workflows into your system and ensure everything runs smoothly.

Affordable and Effective

Custom workflows are available for a nominal charge, providing immense value by saving you

hours of time every week and ensuring your operations are efficient and scalable.

 How Funnel Cake MD Automations Work for Practices

For Solo Providers

  • Automate patient follow-ups and reminders to keep your schedule full without additional admin help.

  • Reduce no-shows and improve engagement with consistent, automated communication.

For Multi-Provider Clinics

  • Coordinate team efforts with task assignments and real-time notifications.

  • Manage leads, inquiries, and follow-ups without overwhelming your staff.

For Growing Practices

  • Streamline processes as your patient base expands, ensuring you stay organized and efficient.

  • Nurture leads and reactivate inactive patients automatically to maximize growth.

Why Automations and Workflows

Are a Game-Changer

Simplify Your Work

Automate repetitive tasks, freeing up time for your team to focus on patient care and practice growth.

Scale Your Practice Effortlessly

Handle an increasing number of patients and leads without additional staff or resources.

Deliver Consistent,

High-Quality Care

Ensure every patient receives timely communication and follow-ups, improving satisfaction and retention.

Save Time and Money

Reduce administrative work, minimize human errors, and keep your practice running smoothly.

How It Works?

 Set Up Your Workflow

Use the drag-and-drop builder to create workflows in minutes or choose from our pre-built templates.

Customize to Fit Your Needs

Define triggers, actions, and conditions to match your practice’s specific processes.

Automate and Run

Turn on your workflows and let them handle the heavy lifting—from patient communication to team notifications.

Monitor and Refine

Track the performance of your workflows and make adjustments to ensure maximum efficiency.

Transform Your Practice with Automation

Save time, improve efficiency, and grow your practice with Funnel Cake MD’s automations and workflows. Let us help you build custom workflows tailored to your needs—for a nominal charge.

Frequently Asked Questions

What are workflows, and how do they work?

Workflows are automated sequences of tasks triggered by specific events. For example,

when a patient books an appointment, a workflow can:

Send an appointment confirmation via email or SMS.

Notify your team of the new booking.

Add the patient to a follow-up sequence post-visit.

Workflows save time by handling repetitive tasks automatically, ensuring nothing is overlooked.

How can automations and workflows help my practice?

Automations and workflows can:

Save time by automating repetitive administrative tasks.

Reduce errors by ensuring consistent and timely communication.

Improve patient engagement with reminders, follow-ups, and surveys.

Keep your team organized with task assignments and notifications.

Drive revenue by nurturing leads and reactivating inactive patients.

Do I need technical expertise to set up workflows?

Not at all! Funnel Cake MD’s intuitive drag-and-drop workflow builder makes it easy to create automations, even if you’ve never used a tool like this before. For more complex needs, our technicians can build custom workflows for a nominal charge.

Can I use pre-built workflows?

Yes! Funnel Cake MD offers a library of pre-built workflow templates for common tasks, such as:

Appointment reminders

Post-visit follow-ups

Lead nurturing campaigns

Patient reactivation campaigns

These templates are easy to customize to fit your practice’s needs.

What tasks can workflows automate?

Workflows can handle a wide variety of tasks, including:

Sending SMS or email reminders for appointments.

Assigning tasks to staff members.

Following up with leads or inactive patients.

Sending surveys or feedback requests post-visit.

Adding patients to specific campaigns based on their activity.

 How do custom workflows work, and what do they cost?

If your practice has unique needs, our technicians can design and implement custom workflows tailored to your processes. We’ll handle everything, from discovery to implementation, for a nominal charge. Pricing depends on the complexity of the workflow—contact us for a personalized quote.

Can I use workflows to improve patient communication?

Absolutely! Workflows enhance patient communication by automating:

Appointment confirmations and reminders.

Post-visit thank-you messages and surveys.

Educational content delivery (e.g., pre-procedure instructions).

Ongoing campaigns to keep patients informed and engaged.

 How do workflows benefit my team?

Absolutely! Workflows enhance patient communication by automating:

Appointment confirmations and reminders.

Post-visit thank-you messages and surveys.

Educational content delivery (e.g., pre-procedure instructions).

Ongoing campaigns to keep patients informed and engaged.

 How do workflows benefit my team?

Workflows keep your team organized by automating tasks and sending real-time notifications.

For example:

Assign intake form review tasks to specific staff members.

Notify providers when patients complete pre-visit questionnaires.

Reduce admin workload by automating repetitive processes.

Can workflows help me increase revenue?

Yes! Workflows can boost revenue by:

Following up with leads who haven’t booked an appointment.

Reactivating inactive patients with targeted campaigns.

Sending reminders for additional services or wellness programs.

By keeping your schedule full and engaging with patients consistently, workflows can drive growth effortlessly.

Are workflows HIPAA-compliant?

Yes. All automations and workflows in Funnel Cake MD are fully HIPAA-compliant, ensuring that patient data is handled securely and meets healthcare privacy regulations.

Can I track the performance of my workflows?

Absolutely. Funnel Cake MD includes built-in analytics that let you monitor workflow

performance, such as:

Email and SMS open rates.

Appointment confirmation rates.

Campaign engagement metrics.

Use this data to refine and optimize your workflows for maximum efficiency.

What types of practices benefit from workflows?

Workflows are highly adaptable and benefit all types of practices:

Solo Providers: Automate reminders, follow-ups, and lead nurturing to save time.

Multi-Provider Clinics: Coordinate schedules, assign tasks, and manage patient communication efficiently.

Growing Practices: Scale effortlessly by automating repetitive tasks and focusing on patient care.

 How do I get started with workflows in Funnel Cake MD?

 Getting started is simple:

Access the workflow builder in the Funnel Cake MD dashboard.

Choose a pre-built template or create a custom workflow using the drag-and-drop interface.

Set triggers, actions, and conditions to automate your processes.

Turn on your workflow and let it handle the heavy lifting

!If you need help, our technicians are available to design and implement workflows tailored to your practice.

Questions? We’re here to help! Contact us at [email protected].

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