New Patient Onboarding
Welcome a new patient and provide intake form instructions and appointment logistics.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Welcomes a new patient to the practice and provides intake forms, contact info, and what to expect.
- New patient welcome
- Patient intake instructions
- Healthcare onboarding email
Fields your team can fill in
To
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Subject
Welcome, patient_first_name — New Patient Information
Hi patient_first_name,
Welcome to our practice — we're glad to have you as a new patient and look forward to supporting your health. Here's everything you need to know before your first appointment with provider_name.
YOUR FIRST APPOINTMENT
• Provider: provider_name
• Date: first_appointment_date
• Time: first_appointment_time
• Location: location_address
BEFORE YOUR VISIT — PLEASE COMPLETE BY forms_deadline
To make the most of your first visit, please complete your new patient intake forms in advance. You can complete them online through our patient portal:
• Patient Portal: portal_url
The intake forms are also attached to this email if you prefer to print and bring them with you. Completing them before your visit allows provider_name to review your health history in advance and make better use of your appointment time.
WHAT TO BRING
• Valid photo ID and insurance card
• List of current medications with dosages
• Records from previous providers if available (especially recent labs, imaging, or specialist notes)
• Any medical devices you use regularly (blood pressure cuff readings, glucose logs, etc.)
ARRIVING
Please arrive 10–15 minutes early on your first visit to complete any remaining check-in steps. If you need to cancel or reschedule, please call us at me::phone at least 24 hours in advance.
We look forward to meeting you. Welcome to the practice.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
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Open it in Outlook
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Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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