Patient intake triage and sorting — automatically

A patient fills out a form — the scenario scores urgency, prepares a provider brief, sends emails via Gmail and keeps records in Quick Base.

  • Requests from a form — straight into work
  • Urgency scoring and a provider brief
  • Urgent cases — emailed to Gmail
  • All requests logged in Quick Base

How it works

To pass leads from Gmail to Quick Base automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Jotform Trigger
  2. Then: Extract Patient Data
  3. Then: Calculate Patient Info
  4. Then: AI Medical Triage & Analysis
  5. Check: Is Emergency?
  6. If yes: Alert Emergency Team (Slack)
  7. Then: Send Emergency Instructions
  8. Then: Alert On-Call Doctor
  9. Then: Log to Patient Database
  10. Check: Is Urgent?
  11. If yes: Notify Front Desk (Urgent)
  12. Then: Send Patient Confirmation (Urgent)
  13. If no: Notify Scheduler (Routine)
  14. Then: Send Patient Confirmation (Routine)
  15. Then: OpenAI Chat Model
  16. Then: Structured Output Parser

You can launch this Gmail + Quick Base integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.