Worked example: a new-patient workflow

What you will learn

• Start at the booking
  Trigger on Appointment booked, with a condition that keeps it to first visits.

• Get the forms done
  Send a welcome email with the forms, wait, then text anyone who has not finished.

• Involve the team
  Create an activity for reception if the forms are still missing before the visit.

• Check and go live
  Test on a sample patient, publish, and read the first real runs in Run history.