Use automation templates
Start from a safe template instead of building automations from scratch.
Last updated May 15, 2026
Automation templates create review-first tasks, drafts, and queues. ChairNav does not auto-send patient messages or auto-submit claims.
- Unconfirmed appointment reminder — creates a task to call or text a patient before the day starts.
- Urgent message escalation — surfaces messages that need clinical review.
- Recall due today — adds the highest-priority recall rows to the daily brief.
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