A comprehensive digital patient intake form covering personal details, contact information, emergency contacts, referring physician/dentist, and current denture status — replacing manual paperwork with a clean, branded digital experience.

Automatically triggers two hours after an appointment is marked complete, tagging the contact and sending a Google review request via SMS and email — helping the clinic build its online reputation with zero manual follow-up.

A multi-step re-engagement sequence for patients who haven't returned in a while — combining timed SMS and email touches over several days, with automatic tagging to track reactivation progress from start to completion.

This project focused on improving the patient journey from first intake through follow-up, reviews, and reactivation. The workflow was designed for a business that needed a more organized way to collect patient information and maintain communication after an appointment or visit.

I built an automation workflow using GoHighLevel and Typeform. Typeform was used to collect structured intake information, while GoHighLevel supported the communication and follow-up process.

The system was designed to guide patients through intake, trigger review-request sequences at the appropriate stage, and support reactivation outreach for contacts who had not returned or engaged recently.

GoHighLevel, Typeform

Patient intake workflows

Structured form collection

Review-request automation

Patient reactivation follow-up

Centralized communication inside the CRM