Health Hue Hub · Automated Flows

Build it once. It runs forever.

Map out a visual flow, pick a trigger, and the Hub handles the follow-up for you across SMS and email. Confirmations, reminders, missed-call text-backs, review requests, and rebooking nudges all fire on their own, so your front desk stops chasing patients by hand and nothing falls through the cracks.

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Visual Builder
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Channels Built In
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Manual Follow-Up
The Health Hue Hub automation builder on a laptop, showing a visual flow with a trigger connected to SMS and email steps.
The Health Hue Hub automation builder on the mobile app, showing an active flow and its steps.
Visual Builder Drag-and-drop steps, no code required.Learn more Triggers Start a flow when something actually happens.Learn more SMS & Email Reach patients on the channel they read.Learn more Missed-Call Text-Back Reply by text the second a call is missed.Learn more AI Steps Let AI personalise the message in the flow.Learn more Prebuilt Recipes Proven flows you can switch on today.Learn more

01 · Visual Flow Builder

Map the follow-up without writing code.

Drag triggers, conditions, and actions onto a canvas and connect them into a flow that mirrors how your clinic actually works. Branch on whether a patient replied, add a wait, then send the next message. Anyone on the team can read the flow at a glance and adjust it without a developer.

Build a flow by connecting steps on a visual canvas.

Split the path on whether a patient replied or booked.

Front-desk staff can edit a flow without a developer.

The visual automation builder in the Health Hue Hub, with the trigger, tag, and scoring steps highlighted on the canvas. The same automation builder with the if and else branch step and its yes and no paths highlighted. The same builder with the point and click action picker highlighted, showing how steps are added without code.

02 · Triggers

Start a flow the moment it matters.

Every flow begins with a trigger: a new lead, a booked appointment, a completed treatment, a no-show, or a form submitted. Because the trigger fires off real activity in the Hub, the right message goes out at the right second without anyone watching the calendar.

Fire on a new lead, booking, completed visit, or no-show.

Launch a flow when a patient submits an intake form.

The trigger watches the Hub so your team doesn't have to.

The Health Hue Hub automation builder with the event based trigger node highlighted at the start of the flow. The same trigger node highlighted, showing the flow can also start when a patient submits an intake form. The same builder with the published status toggle highlighted, showing the flow runs around the clock.

03 · SMS & Email Actions

Reach patients where they actually look.

A single flow can send a text and an email, then wait and follow up again if there is no reply. Confirmations, reminders, pre-care and after-care instructions, and review requests all go out automatically with the patient's name and treatment details filled in for you.

Send SMS, email, or both from the same flow.

Patient name, treatment, and provider merge in automatically.

Wait, check for a reply, then send the next touch.

The Health Hue Hub automation builder with a Send Email step and a Send SMS step highlighted side by side in one flow. The same email and text steps highlighted, now showing merge fields for the patient name, treatment, and provider. The same builder with the wait and follow up pills highlighted, showing how touches are spaced over time.

04 · Missed-Call Text-Back

Never lose a patient to a missed call.

When a call comes in while the desk is busy and no one picks up, the Hub texts the caller back within seconds to keep the conversation alive. The patient gets an instant reply with a booking link instead of dialling the next clinic, and the front desk follows up when they have a moment.

A text goes out seconds after a call is missed.

Send a link so the caller can book without ringing back.

Every missed call becomes a thread in the inbox.

A missed call flow in the Health Hue Hub with the instant Send SMS reply step highlighted seconds after a missed call. The same missed call flow with the Send Booking Link step highlighted so the caller can book without ringing back. The same flow with the inbox step and a conversation thread highlighted, showing the missed call captured as a message.

05 · AI Steps

Let AI write the message inside the flow.

Drop an AI step into any flow and it drafts a reply or personalises a message using the patient's history and what they asked about. You set the tone and the guardrails, the AI handles the wording, and you stay in control of when it sends. Helpful follow-up scales without each message reading like a template.

AI tailors the message to the patient's history and request.

Set the tone and guardrails so it sounds like your clinic.

Choose whether AI sends automatically or after review.

The Health Hue Hub automation builder with the AI scoring and AI booking steps highlighted as they tailor the message to the patient. The same AI steps highlighted, now showing a tone setting that keeps the wording in the clinic voice. The same AI steps highlighted with a send after review toggle, showing you choose when AI messages go out.

06 · Prebuilt Recipes

Switch on a proven flow in minutes.

Start from a library of prebuilt recipes for the work every clinic needs: appointment reminders, no-show recovery, review requests, rebooking nudges, and lead follow-up. Turn one on as is or use it as a starting point and edit it in the visual builder. You launch in minutes instead of building from a blank canvas.

Reminders, no-show recovery, reviews, and rebooking, prebuilt.

Use a recipe as a starting point and edit every step.

Go live in minutes instead of from a blank canvas.

The prebuilt recipe library in the Health Hue Hub with ready made flows highlighted for reminders, recovery, reviews, and rebooking. A single recipe highlighted with its editable steps shown, demonstrating how a recipe can be customised in the builder. A recipe card with its turn on toggle highlighted, showing a flow can go live in minutes.
Built for healthcare

Secure, compliant, and clinic-ready

Every feature lives in a platform built for clinics from the ground up, with charting, consent, and payments native to the patient record.

PHIPA & HIPAA-aware

Patient data is encrypted and handled to Canadian health-privacy standards.

Consent & audit

Consents, signatures, and changes log to the record automatically.

Role-based access

Granular permissions keep charts and contact details on a need-to-know basis.

One source of truth

Scheduling, payments, messages, and records in one place. Nothing siloed.

One platform

Explore more of the Hub

Automated Flows is one part of the Health Hue Hub, your AI-powered clinic operating system.

Conversations

One inbox for SMS, calls, web chat, and DMs.

Patient Records

Every patient in one complete profile.

Calendar & Scheduling

AI booking, reminders, and provider sync.

Payments & POS

Text-to-pay, deposits, and fast checkout.

Memberships

Recurring revenue, packages, and perks.

Campaigns

Email and SMS that fill the calendar.

See Automated Flows on your own clinic.

Book a 20-minute demo and we’ll show you Automated Flows in the Health Hue Hub, running on your clinic’s workflows.

See pricing Book a demo

FAQ

Questions about Automated Flows.

What can I automate with Automated Flows?
Appointment confirmations and reminders, pre-care and after-care messages, review requests, rebooking nudges, no-show recovery, lead follow-up, and missed-call text-backs. You build each flow once in the visual builder and it runs on its own across SMS and email.
Do I need to know how to code?
No. Flows are built by dragging triggers, conditions, and actions onto a visual canvas and connecting them. Anyone on your front-desk team can read a flow and adjust it without a developer.
What can trigger a flow?
Real activity in the Hub, such as a new lead, a booked appointment, a completed treatment, a no-show, or a submitted form. Because the trigger watches the platform, the right message goes out automatically at the right moment.
How does missed-call text-back work?
When an inbound call goes unanswered, the Hub automatically texts the caller back within seconds with a friendly reply and a booking link, so the patient stays engaged instead of calling another clinic. The thread lands in your inbox for follow-up.
What do the AI steps do?
An AI step inside a flow can draft or personalise a message using the patient's history and request, within the tone and guardrails you set. You decide whether it sends automatically or waits for your review, so you stay in control.
Is patient messaging handled securely?
Yes. Automated Flows run inside the Health Hue Hub, which is built to be PHIPA-compliant and HIPAA-compliant, so patient communication and records are handled to healthcare privacy standards.