Automation Templates
Praxi includes a library of pre-built workflow templates for common practice automation tasks. You can use templates as-is, customise them to suit your practice, or build entirely new automations from scratch.
Using a Template
- Navigate to Workflows > Templates
- Browse or search the template library
- Click on a template to preview its trigger, conditions, and actions
- Click Use Template
- Review and adjust the configuration (see Customising below)
- Activate the workflow
Template Categories
Praxi includes a large library of pre-built templates organised by category:
| Category | Examples |
|---|---|
| Client management | Welcome sequence, consent expiry check, inactive re-engagement, birthday greeting |
| Appointments | Reminder sequence, no-show follow-up, telehealth pre-session check, recurring auto-book |
| Billing | Auto-invoice after session, overdue escalation, payment reminders (3-tier), Medicare bulk billing |
| Clinical | Note signing reminders, risk assessment due reminders, treatment plan review, assessment follow-up, MHCP tracking |
| Communication | Feedback requests, recall campaigns, referral follow-up |
| Administrative | Staff compliance check, document retention, daily practice summary, emergency contact verification |
| AI-powered | AI intake automation, AI follow-up, AI overdue reminders, AI document classification |
| Research | Quick literature search, standard research workflow, scheduled literature review |
Customising a Template
After selecting a template, you can modify any aspect before activating:
Trigger
Change when the workflow fires:
- Event-based -- Fires when something happens (e.g., appointment created, invoice paid)
- Schedule-based -- Fires on a recurring schedule (e.g., daily at 9am)
- Manual -- Fires when triggered by a user
- Webhook -- Fires when an external system sends a request
- Invoice Event -- Fires on invoice lifecycle changes
- Client Event -- Fires on client-specific events
- Form Event -- Fires when a form is submitted, started, or expires
- Feedback Event -- Fires when feedback is submitted or resolved
Conditions
Add or modify conditions that filter when the workflow should run:
- Client attributes (e.g., funding source, age group)
- Appointment type or practitioner
- Invoice status or amount
- Custom field values
Actions
Configure what happens when the workflow runs:
| Action Type | Examples |
|---|---|
| Communication | Send email, SMS, or push notification |
| Client | Create or update client details |
| Appointment | Create appointment |
| Task | Create a task and assign it to a team member |
| Document | Generate a document from a template (PDF, DOCX, HTML) |
| Form | Send a form to a client, optionally wait for completion |
| Billing | Create invoice, submit Medicare/DVA/HealthPoint claim |
| Assessment | Send assessment to client |
| Telehealth | Create telehealth session, send join link reminder |
| File | Tag, verify, share, auto-categorise, or OCR a file |
| AI agent | Invoke an AI agent for drafting or analysis |
| Approval | Pause and wait for human approval before continuing |
| Delay | Wait a specified period before the next action |
| Fork / Join | Run multiple branches in parallel |
Creating from Scratch
Build a custom workflow using the visual workflow builder:
- Go to Workflows
- Click New Workflow
- Add a trigger node
- Add condition, action, and logic nodes by dragging them onto the canvas
- Connect the nodes to define the flow
- Test the workflow using the preview mode
- Activate when ready
tip
Start with a template and modify it rather than building from scratch. Templates incorporate best practices and common edge cases that are easy to overlook when starting from a blank canvas.
Managing Workflows
| Action | Where |
|---|---|
| View all workflows | Workflows (Practice sidebar) |
| Pause/resume | Toggle the active switch on any workflow |
| View run history | Click a workflow, then open the History tab |
| Duplicate | Use a working workflow as the basis for a new one |
Tier Access
What you can do with templates depends on your subscription tier:
| Capability | Essentials | Pro | Enterprise |
|---|---|---|---|
| View & enable templates | Yes | Yes | Yes |
| Adjust template variables | Yes | Yes | Yes |
| Clone & edit templates | No | Yes | Yes |
| Create new from scratch | No | Yes | Yes |
Permissions
| Action | Required Permission |
|---|---|
| View workflow templates | Practice owner, practice manager |
| Create/edit workflows | Practice owner |
| Activate/deactivate workflows | Practice owner |
| View workflow run history | Practice owner, practice manager |