I will automate patient routing and staff assignment with make com


About this gig
Are patient requests reaching the wrong team?
Are staff manually sorting requests by location, service or department?
I will build a focused Make.com workflow that automatically classifies and routes patient requests to the appropriate clinic location or staff queue.
Your workflow can include:
- Patient request capture
- Service or location classification
- Automatic staff assignment
- Team notifications
- CRM or practice-system updates
- Appointment or task routing
- Follow-up status updates
- Error handling and testing
- Workflow documentation
Compatible tools may include forms, CRM systems, email, calendars and supported healthcare platforms.
Patient data should be minimized during development and anonymized test records should be used whenever possible. The buyer is responsible for approved accounts, access, subscriptions and applicable privacy requirements.
This service covers administrative workflow automation only not diagnosis, treatment recommendations, emergency triage or medical decision-making.
Message me before ordering so I can verify your applications and routing requirements.
Get to know Arthur
Healthcare Workflow Automation Specialist
- FromUnited Kingdom
- Member sinceSep 2026
Languages
English, Spanish, German
FAQ
Can you route patients based on clinic location?
Yes. Requests can be routed according to location, service, department or other agreed administrative rules.
Can you assign requests to specific staff members?
Yes. The workflow can send each request to the appropriate staff member or team.
Can you connect my existing patient form?
Yes, provided the form has a suitable Make.com integration, API or webhook.
Can you route requests to different clinic locations?
Yes. Multi-location routing is available in the higher packages.
Can AI classify incoming requests?
Yes, for agreed administrative classification tasks. AI will not make clinical decisions.
Can you send staff notifications?
Yes. Notifications can be sent through approved email, messaging or other connected applications.

