Workflows for telehealth

Automate Patient Engagement With Workflows for Telehealth

Streamline patient communication, reminders, and follow-ups with flexible, automated workflows purpose-built for telehealth providers.

Workflow/Telehealth reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

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How workflows for telehealth work

Automate every stage of your virtual care process with Cal.com. Set up custom workflows to send reminders, confirmations, and follow-ups to patients, so providers can focus on delivering care.

01

Define your triggers

Choose when workflows are activated—such as booking confirmations, cancellations, or set times before telehealth appointments.

02

Select your actions

Send emails, SMS, or WhatsApp messages to patients, providers, or staff. Automate reminders, intake forms, or post-visit follow-ups.

03

Customize for patient needs

Tailor messages for different appointment types, languages, and patient groups. Adjust content for sensitive communications or compliance.

Key benefits for telehealth teams

Automated workflows bring reliability and efficiency to every step of your virtual care journey.

Meeting reminder

now

Hi, this is a reminder that your telehealth meeting with Alex is in 30 mins

…
01

Reduce no-shows and late arrivals

Automated reminders via SMS, email, or WhatsApp ensure patients remember and attend their telehealth appointments—improving adherence and reducing lost time.

Bookings

Today

Tue, 13 May9:00am - 9:30amTelehealth kickoff | Q2
Tue, 13 May10:30am - 11:00amTelehealth team standup

This week

Tue, 14 May10:30am - 11:00amTelehealth review
Tue, 14 May1:00pm - 1:30pmClient follow-up
02

Improve patient experience

Send branded, clear, and timely communications that guide patients before, during, and after visits, reducing confusion and improving satisfaction.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Free up your staff

Let Cal.com handle manual outreach, so your team can focus on care rather than chasing confirmations or sending reminders.
Email subjectAdd variable

Are you joining the telehealth session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Maintain compliance and security

Customizable workflows help you send the right information, at the right time, using secure, HIPAA-ready messaging channels.

Telehealth workflow features

Unlock advanced workflow automation and integration designed for healthcare and virtual clinics.

Multi-channel notifications

Send appointment reminders, confirmations, and updates via email, SMS, and WhatsApp—choose the right channel for each patient.

Flexible event triggers

Start workflows based on bookings, cancellations, reschedules, or timed triggers before or after a telehealth session.

Secure and compliant messaging

Control message content for HIPAA compliance and customize consent flows as needed for your region.

Personalized patient communication

Customize workflows by appointment type, provider, language, or patient group for tailored engagement.

Self-hosting and open-source flexibility

Deploy Cal.com in your environment for full data control, or use our cloud. Integrate with EHRs and other tools using our API-first platform.

Developer-friendly workflow API

Build, manage, and monitor workflows programmatically to fit your telehealth ecosystem and automate at scale.

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarSprawdza każdy kalendarz pod kątem konfliktów i dodaje rezerwację.
  • Zoom VideoDaje każdej rezerwacji własny link do spotkania.
  • SalesforceZapisuje spotkanie przy kontakcie i kieruje je do właściciela.
  • HubSpot CRMDodaje rezerwacje do kontaktów i deali.
  • SlackPowiadamia zespół, gdy tylko spotkanie zostanie zarezerwowane.
  • StripePobiera płatność po zarezerwowaniu terminu.
  • FramerUmieszcza stronę rezerwacji w witrynie Framer.
  • ElevenLabsDaje agentom głosowym realistyczny głos AI.
  • LinearUstawia status Poza biurem z kalendarza.
  • Meta PixelMierzy rezerwacje z kampanii reklamowych Meta.
  • UmamiLiczy wizyty na stronie rezerwacji, prywatnie.
  • WhatsAppSpotyka twoich gości na czacie WhatsApp lub w rozmowie wideo.

Frequently asked questions

These are some of our most frequently asked questions.

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Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyna Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
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  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh na X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
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  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson na X
  • One of the best tools for scheduling and my favorite after so many other options tried.
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  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
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  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarna Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best na X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
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  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitna Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeina Product Hunt

Trusted by fast-growing companies around the world

Start automating your telehealth scheduling

Transform your virtual care operations with Cal.com’s automated workflows. Sign up free or book a tailored demo—let your team focus on patient care, not manual reminders.

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