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Apps / Workflows

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Workflows

Run your clinic’s steps when a booking, form or sale changes

Overview

Build the steps your clinic repeats, from new enquiry to recall. Each run starts from a signal on the patient record and leaves its work there.

How it works

  1. Install Workflows from your Sovica workspace.
  2. Choose what it reads and what it can write back.
  3. Use it in workflows, sequences and agents, with everything on the patient record.

Configure

  1. Install the app.
  2. Click Connect and sign in to Workflows.
  3. Approve the access request.