Workflows &
Automation
Put patient engagement on autopilot. Create smart workflows with pre-built templates, trigger-based automations, and targeted message broadcasts across every channel.
7 Ready-to-Use
Workflow Templates
Skip the setup. Launch proven automation workflows tailored for healthcare practices. Each template is fully customizable with your branding, timing, and messaging preferences.
No-Show Follow-Up
Automatically reach out to patients who missed appointments with rebooking options.
Waitlist Management
Notify waitlisted patients when slots open up, with one-tap confirmation.
Appointment Reminders
Multi-channel reminders at 48h, 24h, and 2h before scheduled visits.
Post-Visit Survey
Collect feedback automatically after appointments to improve care quality.
Event-Driven
Automation Triggers
Define exactly when workflows activate. Combine time-based delays, patient events, and schedule rules to create precisely timed engagement sequences.
Time-Based Triggers
Set delays from minutes to weeks. Trigger actions before or after events with precise timing control.
Event-Based Triggers
Fire automations when chats start, appointments are booked, surveys are completed, or contacts are created.
Schedule-Based Triggers
Run workflows on specific days, recurring schedules, or business hours only. Perfect for weekly digests.
Reach Every Patient
on Every Channel
Send targeted messages to specific patient segments across WhatsApp, SMS, and email. Schedule campaigns in advance and track delivery in real time.
Multi-Channel Delivery
Choose WhatsApp, SMS, or email per campaign. Reach patients on their preferred channel.
Audience Segmentation
Target patients by lifecycle stage, tags, custom fields, or last visit date for precision messaging.
Scheduled Delivery
Queue broadcasts for optimal send times. Schedule recurring campaigns for regular outreach.
Delivery Tracking
Real-time delivery status: sent, delivered, read, and failed. Know exactly who received your message.
Precision Targeting
with Smart Filters
Ensure every automated message reaches the right patient at the right time. Layer multiple conditions and filters to create hyper-targeted engagement rules.
Patient Group Targeting
Filter by tags, lifecycle stage (new, active, lapsed), location, or any CRM field.
Custom Field Conditions
Build rules using any contact property: treatment type, insurance, language preference, and more.
Frequency Caps
Prevent message fatigue with daily, weekly, and monthly send limits per patient.
Measure Every
Message's Impact
Track the full lifecycle of every automated message and broadcast. From delivery to conversion, see exactly how your automations perform and optimize continuously.
Delivery Rates
Track successful delivery across every channel with bounce detection and retry logic.
Open & Click Rates
Know who opened your messages and clicked through. Track engagement at the patient level.
Conversion Tracking
Measure appointments booked, responses received, and goals met from each automation.
Built for Scale &
Reliability
Automate in
3 Simple Steps
Go from zero to fully automated patient engagement in minutes, not days.
Choose a Template
Pick from 7 pre-built healthcare workflow templates or start from scratch. Each template covers a proven engagement pattern, from appointment reminders to patient reactivation.
Set Your Triggers & Filters
Define when and who. Configure event triggers, time delays, patient segments, and frequency caps. Combine multiple conditions for precision targeting that feels personal.
Activate & Monitor
Toggle your workflow live and watch the analytics roll in. Track delivery rates, opens, clicks, and conversions. Optimize messaging based on real performance data.
Real-World
Automation Scenarios
See how healthcare practices use Helpon automations to save time and improve patient outcomes.
Reduce No-Shows by 60%
A podiatry clinic sends automated reminders at 48h, 24h, and 2h before appointments via WhatsApp. Patients confirm with a single tap. No-show rates dropped from 25% to under 10%, recovering thousands in lost revenue monthly.
Reactivate Lapsed Patients
A dental practice targets patients who haven't visited in 6+ months with a personalized broadcast offering a check-up special. The reactivation workflow books follow-up appointments automatically, bringing back 30% of lapsed patients.
Boost Reviews & Ratings
After each visit, a post-care survey goes out automatically. Patients who rate 4-5 stars receive a gentle nudge to leave a Google review. The practice saw a 3x increase in positive online reviews within two months.
Ready to Automate Your
Patient Engagement?
Start with pre-built templates and go live in minutes. No coding required.