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The Automation Visual Builder

The Automations V2 update introduces a powerful visual flow editor that makes it easier to design, understand, and manage complex automations. Instead of a linear list of actions, you can now view your automation as an interactive flowchart.

Using the Visual Builder​

When creating a new automation or editing an existing one, the visual builder provides a canvas where you can drag, drop, and connect different nodes.

Flow Components​

The visual builder uses four distinct node types to represent the steps in your automation:

  1. Trigger Node (Start): Every automation begins with a single trigger node at the top. This defines what event (like a new patient creation or a scheduled timer) kicks off the flow.
  2. Filter Node: These nodes evaluate the data from the trigger. If the conditions are met, the flow continues; if not, it stops.
  3. Action Node: These nodes represent the actual work being done, such as sending a secure message, creating a task, or updating a patient record.
  4. Wait Node: A special type of action that pauses the automation for a specified amount of time before continuing to the next node.
  • Zoom and Pan: Use your mouse wheel to zoom in and out, and click and drag the background to pan around the canvas.
  • Adding Nodes: Click the + button on the connecting lines between existing nodes to insert a new Filter, Action, or Wait step.
  • Editing Nodes: Click on any node to open its configuration panel on the right side of the screen.
  • Deleting Nodes: Select a node and press the Delete key, or use the delete option in the configuration panel.

Automation Templates​

To help you get started quickly, the Automations V2 update includes pre-built templates for common healthcare workflows. When you click New Automation, you can choose to start from scratch or select one of the following templates:

TemplateTriggerDescription
New Patient WelcomeResource Creation (Patient)Greets newly created patients with a secure welcome message and next steps.
Intake Form AssignmentResource Creation (Patient)Automatically assigns intake forms when a patient is added to a program.
No-Show Follow-UpResource Update (Appointment)Reaches out and creates a re-booking task when an appointment is marked as a no-show.
Post-Visit Satisfaction SurveyResource Update (Encounter)Waits 1 day after an encounter is completed, then sends an NPS or CSAT survey.
Patient Onboarding SequenceResource Creation (Patient)A multi-step sequence that welcomes and onboards new patients.

Selecting a template instantly populates the visual builder with the necessary trigger, filters, and actions. You can then click into each node to customize the specific messages, forms, or task details for your organization before saving and enabling the automation.