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Workflow Automation

Workflow automation for patient follow-up and billing alerts

Set up simple rules once — email a patient who has gone quiet, flag an invoice that is overdue, or nudge staff about a referral that has sat pending too long — and let Quzek watch for it automatically.

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Quzek's Workflow Automation lets you define rules that watch for three common situations — an inactive patient, an overdue invoice, or a pending referral — and automatically send an email or raise an in-app staff notification once a rule's day threshold is crossed. Each rule fires once per matching record, so nobody gets double-emailed.

What workflow automation does

  • 🔁

    Win back inactive patients

    Automatically email a patient who hasn't booked an appointment in the number of days you choose.

  • 💳

    Catch overdue invoices

    Flag or email about invoices that are still unpaid a set number of days past their due date.

  • 📨

    Chase pending referrals

    Notify staff when a referral has been sitting in "pending" status for too long.

  • 🔔

    Email or in-app notification

    Choose whether each rule sends a patient email or raises a staff notification inside the dashboard.

  • 🔒

    Toggle it on when you need it

    Workflow Automation is a toggleable module, on by default, and each rule can be switched active or inactive independently.

How to use workflow automation

  • 1

    Open Settings → Workflow Automation

    Go to Settings and find Workflow Automation under Communication & Notifications.

  • 2

    Create a rule

    Click "New rule", pick a trigger (inactive patient, overdue invoice, or pending referral), and set the number of days.

  • 3

    Choose the action

    Pick whether the rule sends an email (with your own subject and body) or creates an in-app notification for staff.

  • 4

    Let it run

    The rule checks automatically in the background and fires once per matching patient, invoice, or referral.

Because rules run against your real patient, invoice, and referral records automatically in the background, follow-ups stop depending on someone remembering to check a spreadsheet.

Frequently asked questions

Will a rule email the same patient or invoice twice?
No — each rule fires at most once per matching patient, invoice, or referral, so there's no duplicate emailing.
Can I write my own email subject and body?
Yes — each email rule has an editable subject and body, with placeholders like patient name, invoice number, and balance due filled in automatically.
Is this an AI assistant?
No — Workflow Automation is a simple, transparent rule engine you configure yourself (trigger + day threshold + action). It does not use AI.
Can I turn off an individual rule without deleting it?
Yes — every rule has an active/inactive switch, and the whole module can be toggled off in Settings → Modules & Profession Pack.

Stop chasing follow-ups manually

Set up your first automation rule in minutes. Free for 14 days, no card required.

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