Common Workflows

Ready-to-use workflow examples for typical practice management scenarios. Copy these patterns and customize them for your specific needs.

🚀 Quick Start Examples¶

Patient Welcome Automation¶

Scenario: Automatically welcome new patients with confirmation email, practice information, and onboarding sequence.

Workflow Overview¶

Trigger: New Patient Registration
↓
Send Welcome Email
↓
Create CRM Contact
↓
Schedule Follow-up Call
↓
Add to Newsletter List

Step-by-Step Configuration¶

1. Semble Trigger Node¶

Node: "Semble Trigger"
Resource: "Patient"
Event: "New Only"
Poll Interval: "Every 30 minutes"
Date Period: "Last 4 hours"
Limit: 10

2. Email Node (Welcome)¶

Node: "Send Email"
To: "{{$node['Semble Trigger'].json['email']}}"
Subject: "Welcome to {{ practice_name }} - Important Information"
Type: "HTML"

Template:
Dear {{$node['Semble Trigger'].json['firstName']}},

Welcome to our practice! We're delighted to have you as a new patient.

Next Steps:
1. Complete your medical history form (attached)
2. Bring photo ID to your first appointment
3. Arrive 15 minutes early for registration

Practice Information:
- Address: 123 Health Street, Medical City
- Phone: +44 20 7946 0958
- Emergency: Call 999 or visit A&E

We look forward to caring for your health.

Best regards,
The {{ practice_name }} Team

3. CRM Integration (HubSpot)¶

Node: "HubSpot"
Operation: "Create Contact"
Email: "{{$node['Semble Trigger'].json['email']}}"
Properties:
  firstname: "{{$node['Semble Trigger'].json['firstName']}}"
  lastname: "{{$node['Semble Trigger'].json['lastName']}}"
  phone: "{{$node['Semble Trigger'].json['phone']}}"
  lifecyclestage: "customer"
  hs_lead_status: "NEW"
  source: "semble_registration"
  registration_date: "{{$node['Semble Trigger'].json['dateCreated']}}"

4. Task Creation (Asana/Trello)¶

Node: "Asana"
Operation: "Create Task"
Name: "Welcome call - {{$node['Semble Trigger'].json['firstName']}} {{$node['Semble Trigger'].json['lastName']}}"
Assignee: "practice.manager@clinic.com"
Due Date: "{{DateTime.now().plus({days: 2}).toISO()}}"
Notes: |
  New patient registered on {{$node['Semble Trigger'].json['dateCreated']}}

  Patient Details:
  - Name: {{$node['Semble Trigger'].json['firstName']}} {{$node['Semble Trigger'].json['lastName']}}
  - Email: {{$node['Semble Trigger'].json['email']}}
  - Phone: {{$node['Semble Trigger'].json['phone']}}

  Welcome call checklist:
  - Confirm contact details
  - Explain practice procedures
  - Answer any questions
  - Schedule first appointment if needed

Node: "Mailchimp"
Operation: "Add Member to List"
List: "new_patients_onboarding"
Email: "{{$node['Semble Trigger'].json['email']}}"
Status: "subscribed"
Merge Fields:
  FNAME: "{{$node['Semble Trigger'].json['firstName']}}"
  LNAME: "{{$node['Semble Trigger'].json['lastName']}}  
  PHONE: "{{$node['Semble Trigger'].json['phone']}}"
  REG_DATE: "{{$node['Semble Trigger'].json['dateCreated']}}"
Tags: ["new_patient", "welcome_sequence"]

Appointment Reminder System¶

Scenario: Automated appointment reminders with escalating notifications and confirmation tracking.

Workflow Overview¶

Trigger: New Appointment Booking
↓
Schedule 24h Reminder Email
↓
Schedule 2h Reminder SMS
↓
Track Confirmation Status
↓
Final Reminder if Unconfirmed

Implementation¶

1. Booking Trigger¶

Node: "Semble Trigger"
Resource: "Booking"
Event: "New Only"
Poll Interval: "Every 15 minutes"
Date Period: "Next 7 days"
Filters:
  status: ["Pending", "Confirmed"]
  exclude_cancelled: true

2. 24-Hour Email Reminder¶

Node: "Schedule Trigger"
Trigger Time: "{{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).minus({days: 1}).set({hour: 18, minute: 0}).toISO()}}"

↓

Node: "Send Email"
To: "{{$node['Semble Trigger'].json['patient']['email']}}"
Subject: "Appointment Reminder - Tomorrow at {{$node['Semble Trigger'].json['appointmentTime']}}"
Template: |
  Dear {{$node['Semble Trigger'].json['patient']['firstName']}},

  This is a reminder of your appointment:

  📅 Date: {{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).toFormat('EEEE, MMMM d, yyyy')}}
  🕐 Time: {{$node['Semble Trigger'].json['appointmentTime']}}
  👨‍⚕️ With: {{$node['Semble Trigger'].json['staff']['firstName']}} {{$node['Semble Trigger'].json['staff']['lastName']}}
  📍 Location: Main Practice, Room 1A

  Preparation:
  - Arrive 10 minutes early
  - Bring photo ID
  - List current medications

  Need to reschedule? Click here: {{reschedule_link}}

  Confirm your attendance: {{confirm_link}}

3. 2-Hour SMS Reminder¶

Node: "Schedule Trigger"  
Trigger Time: "{{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).minus({hours: 2}).toISO()}}"

↓

Node: "Twilio SMS"
To: "{{$node['Semble Trigger'].json['patient']['phone']}}"
Message: |
  Appointment reminder: Today at {{$node['Semble Trigger'].json['appointmentTime']}} with {{$node['Semble Trigger'].json['staff']['firstName']}} {{$node['Semble Trigger'].json['staff']['lastName']}}. 

  Practice address: 123 Health St. Arrive 10 mins early.

  Reschedule: {{short_reschedule_link}}

4. Confirmation Check¶

Node: "Schedule Trigger"
Trigger Time: "{{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).minus({hours: 4}).toISO()}}"

↓

Node: "Semble"
Resource: "Booking"
Action: "Get"
Booking ID: "{{$node['Semble Trigger'].json['id']}}"

↓

Node: "IF (Conditional)"
Condition: "{{$node['Semble'].json['confirmationStatus'] !== 'confirmed'}}"

↓ (If True)

Node: "Twilio SMS" (Final Reminder)
Message: |
  FINAL REMINDER: Appointment today at {{$node['Semble'].json['appointmentTime']}}. 

  Please confirm attendance or we may need to offer your slot to another patient.

  Confirm now: {{urgent_confirm_link}}
  Cancel: {{cancel_link}}

Cancelled Appointment Management¶

Scenario: Handle appointment cancellations with automatic waiting list processing and revenue recovery.

Workflow Process¶

Trigger: Appointment Cancelled
↓
Send Cancellation Confirmation
↓
Check Waiting List
↓
Offer Slot to Waiting Patients
↓
Process Refunds if Applicable
↓
Update Analytics

Implementation¶

1. Cancellation Trigger¶

Node: "Semble Trigger"
Resource: "Booking"
Event: "Updates Only"
Poll Interval: "Every 10 minutes"
Date Period: "Next 30 days"
Filters:
  status_changed_to: "Cancelled"

2. Cancellation Confirmation¶

Node: "Send Email"
To: "{{$node['Semble Trigger'].json['patient']['email']}}"
Subject: "Appointment Cancellation Confirmed"
Template: |
  Dear {{$node['Semble Trigger'].json['patient']['firstName']}},

  Your appointment has been successfully cancelled:

  📅 Original Date: {{$node['Semble Trigger'].json['appointmentDate']}}
  🕐 Original Time: {{$node['Semble Trigger'].json['appointmentTime']}}
  👨‍⚕️ Provider: {{$node['Semble Trigger'].json['staff']['firstName']}} {{$node['Semble Trigger'].json['staff']['lastName']}}

  Cancellation Details:
  - Cancelled: {{DateTime.now().toFormat('MMM d, yyyy HH:mm')}}
  - Reason: {{$node['Semble Trigger'].json['cancellationReason'] || 'Not specified'}}

  {{#if refund_applicable}}
  💰 Refund: A refund of £{{$node['Semble Trigger'].json['fee']}} will be processed within 3-5 business days.
  {{/if}}

  Need to reschedule? Book online: {{booking_link}}

  We hope to see you again soon!

3. Waiting List Processing¶

Node: "HTTP Request" (Get Waiting List)
Method: "GET"
URL: "{{practice_api}}/waiting-list"
Query:
  appointment_type: "{{$node['Semble Trigger'].json['appointmentTypeId']}}"
  staff_id: "{{$node['Semble Trigger'].json['staffId']}}"
  date_preference: "{{$node['Semble Trigger'].json['appointmentDate']}}"

↓

Node: "Function" (Process Waiting List)
Code: |
  // Sort waiting list by priority and date added
  const waitingList = $node['HTTP Request'].json;
  const sortedList = waitingList
    .filter(patient => patient.available_dates.includes('{{$node['Semble Trigger'].json['appointmentDate']}}'))
    .sort((a, b) => {
      if (a.priority !== b.priority) return b.priority - a.priority;
      return new Date(a.date_added) - new Date(b.date_added);
    });

  return sortedList.slice(0, 3); // Top 3 candidates

↓

Node: "Send Email" (Waiting List Offer)
To: "{{$item.email}}"
Subject: "Appointment Available - {{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).toFormat('MMM d')}}"
Template: |
  Good news {{$item.first_name}}!

  An appointment slot has become available:

  📅 Date: {{DateTime.fromISO($node['Semble Trigger'].json['appointmentDate']).toFormat('EEEE, MMMM d, yyyy')}}
  🕐 Time: {{$node['Semble Trigger'].json['appointmentTime']}}
  👨‍⚕️ Provider: {{$node['Semble Trigger'].json['staff']['firstName']}} {{$node['Semble Trigger'].json['staff']['lastName']}}
  📍 Type: {{$node['Semble Trigger'].json['appointmentType']['name']}}

  This appointment is available on a first-come, first-served basis.

  🎯 Book immediately: {{priority_booking_link}}&token={{$item.priority_token}}

  ⏰ This offer expires in 2 hours or when the slot is filled.

  Want to remain on the waiting list? No action needed.

Inventory Management Automation¶

Scenario: Monitor product stock levels and automate reordering with supplier integration.

Workflow Logic¶

Trigger: Product Stock Update
↓
Check Stock Levels
↓
Generate Reorder Alerts
↓
Create Purchase Orders
↓
Notify Suppliers
↓
Track Delivery

Implementation¶

1. Stock Level Trigger¶

Node: "Semble Trigger"
Resource: "Product"
Event: "Updates Only"
Poll Interval: "Every 1 hour"
Date Period: "Last 2 hours"
Filters:
  stock_tracked: true
  status: "Active"

2. Stock Analysis¶

Node: "Function" (Analyze Stock)
Code: |
  const items = $input.all();
  const lowStockItems = [];

  items.forEach(item => {
    const product = item.json;

    // Check if stock is below minimum
    if (product.currentStock <= product.minimumStock) {
      const daysUntilEmpty = Math.floor(product.currentStock / (product.averageDailyUsage || 1));

      lowStockItems.push({
        ...product,
        reorderUrgency: daysUntilEmpty <= 3 ? 'urgent' : 'standard',
        daysUntilEmpty: daysUntilEmpty,
        suggestedOrderQuantity: product.maximumStock - product.currentStock,
        preferredSupplier: product.suppliers[0] // Primary supplier
      });
    }
  });

  return lowStockItems;

3. Urgent Stock Alerts¶

Node: "IF" (Check Urgency)
Condition: "{{$json.reorderUrgency === 'urgent'}}"

↓ (If True)

Node: "Slack/Teams Alert"
Channel: "#inventory-urgent"
Message: |
  🚨 **URGENT STOCK ALERT** 🚨

  **Product**: {{$json.name}} ({{$json.code}})
  **Current Stock**: {{$json.currentStock}} {{$json.unitOfMeasure}}
  **Days Until Empty**: {{$json.daysUntilEmpty}}
  **Suggested Order**: {{$json.suggestedOrderQuantity}} {{$json.unitOfMeasure}}

  **Supplier**: {{$json.preferredSupplier.name}}
  **Lead Time**: {{$json.preferredSupplier.leadTime}} days
  **Cost**: £{{$json.preferredSupplier.cost}} per {{$json.unitOfMeasure}}

  @channel Please action immediately! 📞

4. Purchase Order Generation¶

Node: "HTTP Request" (Create PO)
Method: "POST"  
URL: "{{inventory_system_api}}/purchase-orders"
Body:
  supplier_id: "{{$json.preferredSupplier.id}}"
  urgent: "{{$json.reorderUrgency === 'urgent'}}"
  items:
    - product_code: "{{$json.code}}"
      supplier_code: "{{$json.preferredSupplier.productCode}}"
      quantity: "{{$json.suggestedOrderQuantity}}"
      unit_cost: "{{$json.preferredSupplier.cost}}"
      total_cost: "{{$json.suggestedOrderQuantity * $json.preferredSupplier.cost}}"
  delivery_address: "{{practice_address}}"
  requested_delivery: "{{DateTime.now().plus({days: $json.preferredSupplier.leadTime}).toISO()}}"
  notes: "Auto-generated reorder - Stock level: {{$json.currentStock}}"

5. Supplier Notification¶

Node: "Send Email"
To: "{{$json.preferredSupplier.contactEmail}}"
Subject: "Purchase Order #{{$node['HTTP Request'].json.po_number}} - {{$json.reorderUrgency === 'urgent' ? 'URGENT' : 'Standard'}} Order"
Template: |
  Dear {{$json.preferredSupplier.contactName}},

  We have generated a new purchase order:

  **PO Number**: {{$node['HTTP Request'].json.po_number}}
  **Priority**: {{$json.reorderUrgency === 'urgent' ? '🚨 URGENT' : '📦 Standard'}}

  **Order Details**:
  - Product: {{$json.name}}
  - Your Code: {{$json.preferredSupplier.productCode}}
  - Quantity: {{$json.suggestedOrderQuantity}} {{$json.unitOfMeasure}}
  - Unit Price: £{{$json.preferredSupplier.cost}}
  - Total: £{{$json.suggestedOrderQuantity * $json.preferredSupplier.cost}}

  **Delivery**:
  - Address: {{practice_address}}
  - Requested: {{DateTime.now().plus({days: $json.preferredSupplier.leadTime}).toFormat('MMM d, yyyy')}}
  - {{$json.reorderUrgency === 'urgent' ? 'Please expedite - critical stock level!' : 'Standard delivery timeline acceptable'}}

  **Payment**: As per agreed terms ({{$json.preferredSupplier.paymentTerms || '30 days net'}})

  Please confirm receipt and estimated delivery date.

  Best regards,
  Practice Manager
  {{practice_name}}

Revenue Optimization Workflow¶

Scenario: Monitor appointment patterns and optimize scheduling for maximum revenue and efficiency.

Analytics Process¶

Daily Revenue Analysis
↓
Identify Underutilized Slots
↓
Dynamic Pricing Adjustments
↓
Promotional Campaign Triggers
↓
Performance Reporting

Implementation¶

1. Daily Analytics Trigger¶

Node: "Schedule Trigger"
Rule: "0 6 * * *" (Daily at 6 AM)

↓

Node: "Semble" (Get Yesterday's Bookings)
Resource: "Booking"
Action: "Get All"
Date Filter: "Yesterday"
Return All: true

2. Revenue Analysis¶

Node: "Function" (Calculate Metrics)
Code: |
  const bookings = $node['Semble'].json;
  const today = DateTime.now();
  const yesterday = today.minus({days: 1});

  // Calculate key metrics
  const totalRevenue = bookings
    .filter(b => b.status === 'Completed')
    .reduce((sum, b) => sum + (b.fee || 0), 0);

  const totalSlots = 48; // 8 hours * 6 slots per hour
  const bookedSlots = bookings.filter(b => b.status !== 'Cancelled').length;
  const utilizationRate = (bookedSlots / totalSlots) * 100;

  const noShowRate = (bookings.filter(b => b.status === 'No Show').length / bookedSlots) * 100;
  const cancellationRate = (bookings.filter(b => b.status === 'Cancelled').length / bookings.length) * 100;

  // Identify patterns
  const hourlyUtilization = {};
  bookings.forEach(booking => {
    const hour = DateTime.fromISO(booking.appointmentTime).hour;
    hourlyUtilization[hour] = (hourlyUtilization[hour] || 0) + 1;
  });

  const underutilizedHours = Object.entries(hourlyUtilization)
    .filter(([hour, count]) => count < 4) // Less than 67% utilization
    .map(([hour]) => parseInt(hour));

  return {
    date: yesterday.toISODate(),
    totalRevenue,
    utilizationRate,
    noShowRate,
    cancellationRate,
    bookedSlots,
    totalSlots,
    underutilizedHours,
    recommendedActions: {
      increasePricing: utilizationRate > 90,
      decreasePricing: utilizationRate < 60,
      targetOffPeakPromotion: underutilizedHours.length > 0,
      improveNoShowPrevention: noShowRate > 10
    }
  };

3. Dynamic Pricing Alerts¶

Node: "IF" (High Utilization)
Condition: "{{$json.utilizationRate > 90}}"

↓ (If True)

Node: "Send Email" (Revenue Team)
To: "revenue@practice.com"
Subject: "High Demand Alert - Consider Premium Pricing"
Template: |
  📈 **HIGH UTILIZATION DETECTED**

  **Date**: {{$json.date}}
  **Utilization**: {{Math.round($json.utilizationRate)}}%
  **Revenue**: £{{$json.totalRevenue}}

  **Recommendation**: Consider implementing premium pricing for peak hours

  **Actions to Consider**:
  - Increase prices by 10-15% for tomorrow
  - Offer earlier/later appointment slots
  - Promote package deals to spread demand

  **Next Steps**: Review pricing strategy for similar high-demand patterns.

4. Off-Peak Promotion Trigger¶

Node: "IF" (Low Utilization)
Condition: "{{$json.utilizationRate < 60}}"

↓ (If True)

Node: "Mailchimp" (Promotional Campaign)
Operation: "Create Campaign"
Type: "regular"
Subject: "Special Offer - 20% Off Off-Peak Appointments"
Template: |
  We have some great appointment availability!

  🎯 **20% OFF** appointments between {{$json.underutilizedHours.join(', ')}}:00

  **Available This Week**:
  {{#each available_slots}}
  - {{date}} at {{time}} - £{{discounted_price}} (was £{{original_price}})
  {{/each}}

  Perfect for:
  ✅ Regular check-ups
  ✅ Follow-up consultations  
  ✅ Health assessments

  Book online: {{booking_link}}?promo=OFFPEAK20

  *Offer valid for bookings made within 48 hours*

Recipients: "low_frequency_patients"
Send Immediately: true

🎯 Industry-Specific Workflows¶

NHS Integration Workflows¶

NHS Number Verification¶

Trigger: New Patient Registration
↓
Validate NHS Number Format
↓
Query NHS Demographics Service
↓
Update Patient Record
↓
Generate Compliance Report

GP Referral Processing¶

Trigger: New Booking (Referral Type)
↓
Validate Referral Letter
↓
Extract Clinical Information
↓
Schedule Priority Appointment
↓
Notify Referring GP
↓
Update NHS Systems

Private Practice Workflows¶

Insurance Verification¶

Trigger: New Private Patient
↓
Verify Insurance Coverage
↓
Check Pre-authorization
↓
Calculate Patient Liability
↓
Send Coverage Summary
↓
Update Billing System

Corporate Health Packages¶

Trigger: Employee Health Booking
↓
Validate Corporate Account
↓
Apply Package Pricing
↓
Schedule Comprehensive Screen
↓
Prepare Executive Summary
↓
Bill Corporate Account

Specialist Clinic Workflows¶

Procedure Scheduling¶

Trigger: Procedure Booking
↓
Check Pre-procedure Requirements
↓
Schedule Pre-op Assessment
↓
Send Preparation Instructions
↓
Coordinate Theatre Booking
↓
Arrange Follow-up Care

Multi-disciplinary Team Coordination¶

Trigger: Complex Case Booking
↓
Identify Required Specialists
↓
Coordinate Availability
↓
Schedule Team Meeting
↓
Prepare Case Summary
↓
Distribute Meeting Notes

🔧 Utility Workflows¶

Data Synchronization¶

Master Data Management¶

Schedule: Daily at 2 AM
↓
Export Semble Data
↓
Transform to Standard Format
↓
Update Master Database
↓
Sync to All Systems
↓
Generate Sync Report

Backup and Recovery¶

Schedule: Weekly
↓
Full Data Export
↓
Encrypt and Compress
↓
Upload to Cloud Storage
↓
Verify Backup Integrity
↓
Clean Old Backups

Compliance Workflows¶

Trigger: Data Subject Access Request
↓
Compile All Patient Data
↓
Anonymize Third-party References
↓
Generate Portable Format
↓
Secure Delivery to Patient
↓
Log Compliance Activity

Audit Trail Generation¶

Schedule: Monthly
↓
Extract Activity Logs
↓
Analyze Access Patterns
↓
Identify Anomalies
↓
Generate Audit Report
↓
Archive Historical Data

📊 Reporting Workflows¶

Performance Analytics¶

Daily Dashboard Update¶

Schedule: Every hour during business hours
↓
Collect Real-time Metrics
↓
Calculate KPIs
↓
Update Dashboard Display
↓
Send Alerts if Needed
↓
Log Performance Data

Monthly Business Review¶

Schedule: 1st of every month
↓
Compile Monthly Statistics
↓
Generate Revenue Analysis
↓
Create Utilization Reports
↓
Analyze Patient Trends
↓
Distribute to Management

Clinical Reporting¶

Quality Metrics¶

Schedule: Weekly
↓
Calculate Clinical Indicators
↓
Measure Patient Outcomes
↓
Track Adherence Rates
↓
Generate Quality Report
↓
Submit to Regulators

Safety Monitoring¶

Trigger: Incident Reported
↓
Classify Incident Type
↓
Assess Risk Level
↓
Notify Relevant Teams
↓
Track Resolution
↓
Update Safety Database

🚀 Advanced Automation¶

AI-Powered Workflows¶

Intelligent Scheduling¶

Trigger: Booking Request
↓
Analyze Patient History
↓
Predict Appointment Duration
↓
Optimize Staff Assignment
↓
Suggest Best Time Slots
↓
Auto-book if Confidence High

Predictive Analytics¶

Schedule: Daily
↓
Analyze Historical Patterns
↓
Predict No-show Probability
↓
Forecast Demand
↓
Optimize Resource Allocation
↓
Generate Predictions Report

Integration Orchestration¶

Multi-system Workflow¶

Trigger: Complex Business Event
↓
Coordinate Multiple Systems
↓
Handle Cross-system Dependencies
↓
Implement Rollback Logic
↓
Monitor All Components
↓
Report Success/Failure

Event-driven Architecture¶

Event Bus: Central coordination
↓
Route Events to Handlers
↓
Process in Parallel
↓
Aggregate Results
↓
Trigger Next Workflow Stage
↓
Update Event Log

📋 Implementation Checklist¶

Pre-deployment¶

Deployment¶

Post-deployment¶

🆘 Troubleshooting Quick Reference¶

Common Issues¶

Workflow Not Triggering:
  - Check trigger configuration
  - Verify API credentials
  - Review date periods
  - Test manual execution

Data Synchronization Problems:
  - Validate data mappings
  - Check field compatibility
  - Review transformation logic
  - Monitor error logs

Performance Issues:
  - Optimize data queries
  - Reduce batch sizes
  - Implement caching
  - Scale infrastructure

Error Recovery¶

Failed Workflow Steps:
  1. Identify failure point
  2. Check error messages
  3. Verify input data
  4. Test individual nodes
  5. Implement retry logic

Data Corruption:
  1. Stop affected workflows
  2. Assess damage scope
  3. Restore from backup
  4. Re-process lost data
  5. Validate data integrity

Next Steps¶

Ready to implement these workflows? Check out:

Node Documentation - Detailed node configurations
Integration Patterns - Advanced system integration
Troubleshooting Guide - Problem resolution
Development Guide - Custom workflow development

Questions? Join our community discussions or contact support for workflow consultation.

Common Workflows

🚀 Quick Start Examples¶

Patient Welcome Automation¶

Workflow Overview¶

Step-by-Step Configuration¶

1. Semble Trigger Node¶

2. Email Node (Welcome)¶

3. CRM Integration (HubSpot)¶

4. Task Creation (Asana/Trello)¶

5. Newsletter Subscription¶

Appointment Reminder System¶

Workflow Overview¶

Implementation¶

1. Booking Trigger¶

2. 24-Hour Email Reminder¶

3. 2-Hour SMS Reminder¶

4. Confirmation Check¶

Cancelled Appointment Management¶

Workflow Process¶

Implementation¶

1. Cancellation Trigger¶

2. Cancellation Confirmation¶

3. Waiting List Processing¶

Inventory Management Automation¶

Workflow Logic¶

Implementation¶

1. Stock Level Trigger¶

2. Stock Analysis¶

3. Urgent Stock Alerts¶

4. Purchase Order Generation¶

5. Supplier Notification¶

Revenue Optimization Workflow¶

Analytics Process¶

Implementation¶

1. Daily Analytics Trigger¶

2. Revenue Analysis¶

3. Dynamic Pricing Alerts¶

4. Off-Peak Promotion Trigger¶

🎯 Industry-Specific Workflows¶

NHS Integration Workflows¶

NHS Number Verification¶

GP Referral Processing¶

Private Practice Workflows¶

Insurance Verification¶

Corporate Health Packages¶

Specialist Clinic Workflows¶

Procedure Scheduling¶

Multi-disciplinary Team Coordination¶

🔧 Utility Workflows¶

Data Synchronization¶

Master Data Management¶

Backup and Recovery¶

Compliance Workflows¶

GDPR Data Requests¶

Audit Trail Generation¶

📊 Reporting Workflows¶

Performance Analytics¶

Daily Dashboard Update¶

Monthly Business Review¶

Clinical Reporting¶

Quality Metrics¶

Safety Monitoring¶

🚀 Advanced Automation¶

AI-Powered Workflows¶

Intelligent Scheduling¶

Predictive Analytics¶

Integration Orchestration¶

Multi-system Workflow¶

Event-driven Architecture¶

📋 Implementation Checklist¶

Pre-deployment¶

Deployment¶

Post-deployment¶

🆘 Troubleshooting Quick Reference¶

Common Issues¶

Error Recovery¶

Next Steps¶