WhatsApp - Workflow Builder

ONBOARDING

Hi Evgeny! I've looked at curitt.health and here's what I found:

🌐 From your website

• General Check-up — €299

• Weight Loss Program — €199/mo × 6 months

• Hormone Panel — €249

• Executive Health Screen — €599

EMR: Crossuite · 4 practitioners listed · Amsterdam, NL

Does this look right? Anything I'm missing or any pricing changes?

10:12

That's right. Executive Health is now €649 but the rest is correct. We also just started a Hormone Optimization add-on at €149/mo.

10:12

Updated. I now have 5 services with pricing.

Which program would you like to build a workflow for first?

10:13

Let's start with Weight Loss. It's our biggest program — 6 months, with blood tests and monthly consultations.

10:14

WORKFLOW BUILDER

Good choice — at €199/mo that's €1,194 per patient over the full program. I'll track the revenue moments as we build this.

First question — what triggers enrollment? Does the patient sign up on their own, or does the doctor recommend it after a check-up?

10:14

Doctor recommends it during the visit. Based on BMI and blood markers.

10:15

So the trigger is: doctor flags a patient as a Weight Loss candidate in Crossuite.

I'll watch for that flag via the EMR API. Once I see it, I'll start the workflow automatically.

What happens first after enrollment?

10:15

Schedule the first blood test within 7 days. Then monthly consultations. Second blood test at month 3.

10:16

Here's what I'm building so far:

1️⃣ Blood test — within 7 days

2️⃣ Monthly consultations — months 1–6

3️⃣ Second blood test — month 3

4️⃣ Final review — month 6

Now, who owns what?

• Booking — should I send the patient a link, or does someone on your team schedule it?

• Results review — assigned doctor?

• Preparation — who should be notified before appointments?

10:16

You send the booking link to the patient. Doctor reviews results. And notify me before each appointment — I don't have a front desk, I handle that myself.

10:17

Got it — no front desk. I'll assign that to you directly. Three roles:

🤖 Pulse — sends reminders, booking links, tracks engagement

👨‍⚕️ Doctor — reviews blood results, adjusts plan

👤 Owner (you) — appointment prep notifications

How will I know when lab results are ready? Does the lab send them to an email, or do they appear in Crossuite?

10:17

Lab uploads PDF to Crossuite. Usually within 48 hours.

10:18

Got it. I'll monitor Crossuite for new lab uploads. Once a PDF appears for a Weight Loss patient:

1. Create a review task for the doctor

2. If not reviewed within 48h → escalate to you

3. After review → send results to patient via secure link

Last question — what happens at month 6? Auto-renewal, or do you want a decision point?

10:18

Send a progress summary with before/after results. Suggest renewal. If no response in a week, create a task for me to call.

10:19

Done. Here's your "Weight Loss — 6 Month" workflow:

• 8 steps, 3 roles

• Trigger: doctor flag in Crossuite

• Data source: Crossuite API (lab PDFs)

• Escalation: 48h for lab review, 7 days for renewal response

View full workflow →

10:19