Скачать или смотреть Case Study: Automating Patient Bookings & Follow-Ups | Clinic Workflow with Google Sheets & Calendly

Managing patient bookings manually is time-consuming and error-prone for clinics. In this video, I showcase how we automated the booking and follow-up workflow for a mental health clinic using Calendly, Google Sheets, App Script, and automated emails.

🔹 What we built in this automation:

Patients book appointments via Calendly → auto-saved in Google Sheets
Redirected intake form captures additional patient details
Automated follow-up emails for patients who skipped form completion (Day 1, Day 3)
Staff use Google Sheets as a lightweight CRM to manage patient status
Owner gets a live dashboard with booking stats, form completion, and conversion rates

✅ Outcomes for the clinic:

Improved patient intake consistency
Saved staff hours from manual follow-ups
Real-time visibility into bookings & conversions
Automated reminders ensured fewer lost patients

📞 Want to Automate Your Clinic?

If you’d like us to build similar automation for your healthcare business, connect with us at 👉 [email protected]

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