Acuity Scheduling Appointment Scheduled to Genie Solutions [Beta] Search Patient By Name

How this workflow works

Step 1

Appointment Scheduled•Acuity Scheduling

Fires when a client books a new appointment. Does not trigger on reschedules.

Step 2

Search Patient By Name•Genie Solutions [Beta]

Searches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.

Appointment Scheduled

Acuity Scheduling

Trigger

Search Patient By Name

Genie Solutions [Beta]

Action

Connect Acuity Scheduling + Genie Solutions [Beta] to Automate these Workflows

Appointment Scheduled Create Appointment

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Get Appointment By ID

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Get Appointment Types

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled List Appointments

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Cancel Appointment

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Create Patient

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Update Patient

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Search Patient By Name

Fires when a client books a new appointment. Does not trigger on reschedules.

Appointment Scheduled Get Patient By ID

Fires when a client books a new appointment. Does not trigger on reschedules.

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