Automatic aftercare after a treatment

Treatment-specific aftercare advice can reach the patient's inbox automatically once their appointment is over, with no admin from you.

What you need in place

Three things, all one-off setup. You need to be the clinic owner to manage treatment attachments:

1. An Aftercare form with a published version. Build the advice itself from information blocks. Aftercare forms have no audience switch and no "how often to ask again" setting: they go out after every visit they are attached to, so there is nothing else to set on the form.
2. The form attached to the treatment. Go to Settings > Treatments, open the treatment and add the form under Forms for this treatment, or add it once at category level under Forms for this whole category to cover every treatment in that category.
3. The Aftercare advice automation switched on under Settings > Messaging, in the Reminders and aftercare group. Keep its email channel enabled too. That is the email the form link travels in.

How the send works

Once the appointment has ended and been marked completed, it becomes eligible for a scheduled aftercare email five minutes after its end time. If you mark it completed later, the job can still pick it up during the next 26 hours, provided the appointment ended within the last 30 days. The patient is emailed links to the attached aftercare forms, subject to their messaging preferences. It goes by email only, so it needs an email address on the patient's record. If the treatment has no aftercare form attached, nothing is sent, so the feature is silent until you attach a form.

Each appointment gets at most one aftercare send. A visit with several treatment appointments can produce a separate aftercare email for each treatment.

If you attach aftercare after a visit has left the automatic window, it will not be sent for that visit automatically. Open the treatment in Settings > Treatments after saving the attachment. If eligible visits from the last seven days are listed, you can use the displayed send button and confirm with Send the aftercare now. Only the named eligible patients are considered; saving the treatment alone does not send these emails.

Why attach it to the treatment?

Because aftercare is treatment-specific. Lip filler aftercare and skin peel aftercare are different documents, and attaching each form to its treatment means every patient gets the right advice for what they actually had done.