workflow · Healthcare
Set up patient records
Healthcare CRM.
10 min to completepatientsUpdated 2026-05-26 · v2
Launch this workflow
Opens /patients in your workspace
Why use this
You set up patient records for a healthcare CRM with HIPAA-aware fields.
Benefits:
- HIPAA tier guards PHI properly
- Link patients to visits in one model
- Foundation for healthcare workflows
Who this is for: Owner, Member. Time to complete: ~10 minutes. You''ll need: HIPAA tier on if collecting PHI.
Outcome
Patient records ready to use.
Steps
- Open /patients.
- Add patients.
- Link to visits.
Related
- help-patients.