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. - 3Front-desk staff get an instant Slack ping with the patient's name and reason for visit.
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.*
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
- Add an IF node to route urgent-sounding reasons (keyword match) to a separate, higher-priority Slack channel.
- 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.
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
Secure checkout via Polar. Delivered by email instantly.
Structurally validated: automatically checked for valid n8n format before every deploy.
- Difficulty
- Easy
- Setup time
- ~15 min
- Integrations
- 3
- Node count
- 5
- Format
- .json + guide