Workflow Automation on Spruce helps practices automate common tasks like responding to patient inquiries and triaging messages, reducing administrative overhead and supporting consistent patient care. Common automations include reply with an urgent button, assignment based on tag, and auto-invite patients to Spruce.
Workflows are available on the Communicator plan only. Practices request workflow setup by submitting the requested information through a form inside the Spruce platform, and the Spruce team builds the automation for them.
IN THIS ARTICLE
- Introduction to Workflow Automation
- Automation: Reply with urgent button
- Automation: Assignment based on tag
- Automation: Invite patient to Spruce
Introduction to Workflow Automation
Workflow Automation is a tool that helps practices automate common tasks, such as responding to patient inquiries or triaging messages to the appropriate person or team. We built workflows to help you think creatively about ways to achieve the highest level of care and decrease time on administrative overhead. We'll go over these common workflow automations that practices use below. Please note Workflows are only available if you are on the Communicator subscription plan, you can upgrade here if needed.
To submit a workflow automation request to our team, navigate here and provide us with all of the requested information.
Do you need to make a change to a phone tree / workflow that is managed by Spruce? Contact Spruce Support with your request.
Automation: Reply with urgent button
This workflow is used to automatically reply to inbound messages (SMS or secure) immediately and allow patients to select that something is urgent, which can kick off a flow for your team that alerts the appropriate people. This can be helpful so that after-hours text messages only only alert you if urgent. This workflow can be built along with your Schedules.
There are two options for how your team can be alerted when a patient marks a message as urgent. You can choose to utilize one or both of these:
- A page in an internal note can be triggered for an individual or team in Spruce right under the incoming message and/or
- An SMS text can be sent to the personal cell phone number of an individual or team alerting them that they have a urgent message in Spruce
To get this workflow added to your organization, fill out this request form here.
Here is a brief overview video showing how this workflow behaves.
Automation: Assignment based on tag
This workflow is used to assign conversations to users or teams automatically, based on the tag on the conversation or contact. This is especially useful if your practice has multiple team members and only one phone number or Spruce link, as this is how we can sort your inboxes automatically for inbound SMS / secure messages.
To get this workflow added to your organization, fill out this request form here.
Here is a brief overview video showing how this workflow behaves.
Automation: Invite patient to Spruce
This workflow is used to automatically invite patients to download Spruce any time a tag gets added to a contact. Typically, this would only be powerful if it’s a scenario where a tag is being automatically added. If it requires you to manually add a tag to kick off this automation, it’s significantly less powerful.
Here are some common ways that practices on Spruce are automatically adding tags to their contacts:
- Integration with Hint Health
- Integration with Elation Health
- Via bulk contact import from the contacts tab on the Spruce platform
To get this workflow added to your organization, fill out this request form here.
Here is a brief overview video showing how this workflow behaves.
FAQ
Which Spruce plan includes Workflow Automation?
Workflow Automations are available on the Communicator plan only.
What can Spruce Workflow Automation do?
Common automations include reply with an urgent button, assignment based on tag, and auto-invite patients to Spruce.
How does a practice request a workflow?
Submit a workflow automation request through the form inside the Spruce platform with the requested information, and the Spruce team builds it for you.