Patient Intake Form Router
Every new patient intake form submission is logged to a tracking sheet and instantly pushed to front-desk staff via Slack — no more digging through email for new-patient paperwork.
Automation flow
Intake Form Webhook
Captures the patient's submission.
Normalize Data
Cleans up name, contact, and reason-for-visit fields.
Add to Intake Sheet
Logs a new row with Status = New.
Notify Staff
Front desk gets an instant Slack ping.
How it works
- 1A patient submits the intake form.
- 2Their details are normalized and logged as a new row with
Status = New. - 3An IF node checks
reasonForVisitfor the words "emergency", "severe", or "urgent" — matches go to "Notify Staff (Flagged)" with a 🚩 tag, everything else goes to the normal "Notify Staff" channel. This is a keyword match on what the patient typed, not a clinical assessment — the Slack message says so explicitly so staff don't mistake it for triage.
Services used
What you'll need
- An n8n Cloud or self-hosted account
- A Google account (Sheets)
- A Slack workspace
*Administrative intake logging only — not built to store regulated PHI without your own HIPAA compliance review. Consider this a routing/notification layer in front of your actual clinical record system, not a replacement for it. The "flagged" keyword match below is a front-desk attention cue based on the patient's own wording, not a clinical triage tool — it does not replace your practice's actual urgent-symptom protocol.*
What's included
- No-code setup in 15 minutes
- Works with any form tool via webhook
- Instant staff visibility, zero missed intakes
- Administrative routing only — no PHI storage
Estimate what this could save you
3.6 hours/month
≈ $108/month in your time
A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.
Make it yours
- Auto-create a placeholder appointment slot once intake is logged.
- Add a
Statusupdate step once staff have reviewed the intake, so the sheet reflects real workflow state. - Add more keywords to "Check Reason Keywords" if your front desk has its own common terms worth flagging.
Works well with this automation
Prescription Refill Request Tracker
Refill requests are logged to a queue, staff get a Slack ping, and the patient gets an instant acknowledgment.
Catering Inquiry Router
Catering inquiries are logged, routed to sales on Slack, and auto-replied to with your menu.
Expense Approval Workflow
Expenses over $500 route to a manager for approval; smaller ones are auto-noted to finance.
Save with the complete system: Healthcare & Wellness Bundle
Instead of buying separately: $151 — System: $69
Questions about this template
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- Difficulty
- Easy
- Setup time
- ~18 min
- Integrations
- 3
- Node count
- 8
- Format
- .json + guide