Patient Intake Template - Landed Healthcare Consulting Contract 🔥

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Community shared basic form collection workflow. Good structure. Missing intelligent data extraction.

Added extraction capability. Landed healthcare IT consultant with 6 clinic clients.

THE OPPORTUNITY:

Original template: Email monitoring, manual review, basic logging. Someone still reads forms. Still types data. Still validates completeness manually.

Half-automated. Not compelling to healthcare consultants.

Added intelligent extraction and validation. Now FULLY automated. Consultant impressed. All 6 clinics signed up.

THE ENHANCEMENT:

Two critical nodes: Extraction reads intake form automatically (patient demographics, insurance, contacts, medical info). Validation checks completeness and routes to appropriate response.

Complete patient onboarding automation achieved.

THE CONSULTANT REACTION:

Before: "Interesting but clinics still need manual data entry."

After: "It reads intake forms AND validates completeness automatically? All my clinics need this."

Enhancement turned free template into professional healthcare service worth monthly retainer.

WHY THIS MATTERS FOR CONSULTING REVENUE:

Partial automation = no consulting engagement. "Just a form collector."

Full automation = consulting contract. "Professional patient onboarding system I can sell."

Two enhancement nodes created consulting opportunity serving 6 clinics monthly.

THE CLIENT RESULTS:

Healthcare consultant serves 6 small clinics (20-50 new patients monthly each). Each clinic manually processing 20-50 intake forms monthly.

Before enhancement: Each clinic spending 8-15 hours monthly on intake data entry.

After enhancement: Consultant deploys automation to all 6 clinics. Combined saves 48-90 hours monthly across client base. Consultant bills monthly for automation service.

Monthly recurring revenue from one enhanced template serving multiple end clients.

THE TEMPLATE ADVANTAGE:

Deploy once to consultant. They deploy to their 6 clinics. You maintain one instance. They manage client relationships. Revenue flows monthly.

B2B2C model: Your automation → Healthcare consultant → Medical clinics. Leverage consultant's existing client base.

EXPANSION OPPORTUNITIES:

Same consultant asked about: Appointment reminder automation, lab result notification, prescription refill processing. Multiple services from healthcare automation capability.

One relationship. Multiple revenue streams. Scalable consulting model.

THE SHARING INSIGHT:

Enhanced template not shared publicly. Competitive advantage maintained. Built reputation through other contributions.

Led to inquiries from other healthcare consultants and practice management companies. Growing consulting pipeline.

TEMPLATES in n8n here

What professional service providers could deploy your automation to THEIR healthcare client portfolios?

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