The
"Zapier"for
healthcare.
A no-code automation engine built specifically for HIPAA-compliant workflows. Connect your EMR to your email marketing, task manager, or custom internal tools. If this, then that—securely.
Automate anything. No code required.
Build powerful workflows visually. Connect triggers to actions and let Practice Relay handle the rest—all while maintaining strict HIPAA compliance.
Choose a Trigger
Select from pre-built triggers like "New Patient Added," "Appointment Scheduled," or "Lab Result Received."
Add Filters & Logic
Optionally filter based on conditions. Only run for DPC members, or only when certain fields match.
Define Actions
Send an email, create a task, update a CRM record, or call any webhook. Chain multiple actions together.
Start with pre-built recipes.
Don't start from scratch. Use automation templates built specifically for DPC and concierge practices.
New Patient Welcome
Automatically send a personalized welcome email when a new patient is added to your EMR.
Appointment Reminders
Send SMS or email reminders 24 hours and 1 hour before scheduled appointments.
Lab Follow-Up Task
Create a follow-up task when abnormal lab results are received.
Failed Payment Alert
Notify staff and send patient reminder when membership payment fails.
Re-engagement Outreach
Trigger outreach when a patient hasn't been seen in 6+ months.
Review Request
Request a Google review 24 hours after a successful visit.
Built for healthcare. Secured for HIPAA.
HIPAA Compliant by Default
Every workflow runs through encrypted, audited infrastructure. BAA included with every account.
Real-Time EMR Webhooks
Instant triggers from your EMR. No polling, no delays—automations fire the moment data changes.
Full Audit Trail
Every automation run is logged with timestamps, data processed, and outcomes. Perfect for compliance reviews.
Zero Engineering Required
Visual workflow builder anyone can use. No developers needed to create powerful automations.
Eliminate manual workflows forever.
Join the waitlist to be among the first to automate your practice with Practice Relay.