AI Workflow Builder
Build automated clinical pipelines by triggering note summaries, portal messages, and follow-up reviews.
Encounter Signed Automation
Triggered when: Encounter Completed / Signed
Clinical Pipeline Nodes
1
EnabledCreate SOAP Note Draft
Generate structured SOAP elements automatically.
2
EnabledGenerate Plain English Summary
AI-translate medical jargon for patients.
3
EnabledPublish to Patient Portal
Post the summary to the secure patient messaging feed.
4
EnabledSchedule Follow-up Tasks
Set automatic reminders on Day 7, Day 30, and Day 90.
5
DisabledGenerate Specialist Referral Sheet
Draft a cardiology or dermal referral letter automatically.
New Patient Onboarding Rule
Triggered when: Patient Record Registered