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Free Healthcare Automation Templates
Importable n8n workflows and Claude Skills, built for clinics.
These are real files, not a PDF about automation. Download them, import them, read the code, change what you disagree with. No email wall, no signup, no drip sequence. If they save you a week, that is the point.
Read this before you import anything
- These are starting points, not compliant systems. You are responsible for how PHI moves through your instance.
- Every vendor in the chain that touches PHI needs a signed BAA — your automation host, your SMS provider, and your model provider.
- Nothing here diagnoses or gives medical advice, and every clinical output is routed to a human. Keep it that way when you adapt them.
- Test with synthetic data first. Run the readiness check before you point any of these at a real patient.
n8n workflow templates
Download the .json, then in n8n open Workflows → Import from File. Set the credentials and environment variables each workflow notes, then run it against test data before you enable it.
Patient Appointment Reminders + Two-Way Confirm
Three-stage reminders that patients can actually reply to — and a cancellation path that releases the slot to your waitlist immediately.
- Pulls the next 8 days of appointments each morning and sends reminders at 7 days, 48 hours, and 3 hours out
- Patients reply C, X, or R — confirm, cancel, or reschedule — with no app and no portal login
- Cancellations release the slot and trigger a waitlist offer in the same run
- Anything the rules cannot classify goes to a human instead of being guessed at
Why it matters: The waitlist refill path is where the revenue is. Reminders alone move a no-show rate 2–3 points; reminders plus instant refill move it three to four times that.
You will need: n8n, an SMS provider (Twilio by default), and an API your PMS can expose for appointments.
Download workflow (.json)Missed Call Recovery
Texts back every caller you could not answer, within 30 seconds, with a menu they can reply to.
- Fires on your phone system’s no-answer or voicemail event
- Filters out invalid numbers and non-missed calls with plain rules — no model, fully auditable
- Texts the caller a short menu and tells them what to do in an emergency
- Logs every missed call, then nudges the front desk if nobody replied within 15 minutes
Why it matters: A busy clinic misses 20–35% of calls at peak. Most of those callers do not call back — they call the next clinic on the list.
You will need: n8n, a phone system that can send a webhook on missed calls, and an SMS number.
Download workflow (.json)Claim Denial Triage + Appeal Draft
Categorises every denial by CARC code, decides what is worth appealing, and drafts the letter for a biller to review.
- Pulls new denials each weekday morning from your clearinghouse feed
- Classifies each one — eligibility, registration, authorization, coding, bundling, medical necessity — with rules a biller can audit
- Skips low-yield categories and anything under your appeal floor, so staff time goes where it pays
- Drafts the appeal letter with Claude, marks missing facts as [MISSING], and emails it to a human. Nothing is submitted automatically.
Why it matters: Each reworked claim costs about $57 in staff time. The denial log this builds tells you which five payer rules cause most of your denials — that is where prevention actually pays.
You will need: n8n, an Anthropic API key, a denials or 835 feed, and Gmail or any email node.
Download workflow (.json)Post-Discharge Follow-Up with Red-Flag Escalation
Checks in 48 hours after discharge, catches deterioration and medication problems, and escalates emergencies through deterministic rules.
- Waits 48 hours after a discharge event, then sends a short check-in the patient can reply to in their own words
- Screens replies against a hard-coded red-flag list — chest pain, stroke signs, suicidal ideation, heavy bleeding, sepsis signs
- Emergencies both tell the patient to call 911 and page the on-call clinician. Never one or the other.
- Medication access problems and “feeling worse” route to a nurse call the same day; everything is logged
Why it matters: 48 hours is the window where most avoidable readmissions are still preventable — and where most patients discover they cannot afford or collect their medication.
You will need: n8n, an SMS or WhatsApp number, and a discharge event webhook from your EHR.
Download workflow (.json)Claude Skills
Each file is a complete SKILL.md. Save it as ~/.claude/skills/<skill-name>/SKILL.md — for example ~/.claude/skills/soap-note-writer/SKILL.md — and Claude will pick it up automatically when the task matches. You can also paste the contents straight into a project instruction file if you are not using Claude Code.
SOAP Note Writer
Turns dictation or rough visit notes into a structured SOAP note — and refuses to invent anything that was not said.
- Produces a problem-oriented assessment and a plan numbered to match it
- Writes [NOT DOCUMENTED] rather than filling a gap with a plausible finding
- Surfaces contradictions as [CONFLICT] instead of silently picking one
- Ends every note with an attestation line, because the draft is not the record
Why it matters: Physicians spend 1.5–2 hours on documentation for every hour of patient care. This is the cheapest possible way to test whether that time is recoverable at your practice.
You will need: Claude (Claude Code, the desktop app, or the API with the Skills feature).
Download skill (.md)ICD-10 & CPT Coding Assistant
Reviews a note and reports the candidate codes, the specificity the documentation supports, and exactly what is missing.
- Flags unspecified codes, missing laterality, missing acuity, and unlinked medical necessity
- Writes the clinician query for you — neutral and non-leading, never steering toward the higher-paying answer
- Gives each suggestion a confidence level and a denial-risk assessment
- States plainly when documentation is insufficient rather than reaching for the closest code
Why it matters: The value is not the code — it is catching the documentation gap while the note is still open, instead of paying $57 to rework the claim later.
You will need: Claude, plus your current ICD-10-CM and CPT reference for verification.
Download skill (.md)Denial Appeal Letter
Drafts an appeal that actually engages with the specific denial code, and never fabricates a citation.
- Separates technical denials from clinical ones and writes each completely differently
- Marks any fact it was not given as [MISSING] and any needed reference as [CITATION NEEDED]
- Walks documented findings against the payer’s coverage criteria point by point
- Ends with an explicit remedy: reprocess and pay claim X in the amount of Y, by date Z
Why it matters: Turns a 45-minute task into a 5-minute review — which is usually the difference between appealing a denial and writing it off.
You will need: Claude, plus the denial detail and supporting documentation.
Download skill (.md)Patient-Friendly Explainer
Rewrites discharge instructions and results into 6th-grade plain language, in the patient’s own language, without softening a single warning.
- Converts clinical shorthand into specific, observable instructions — no “as needed”, no abbreviations
- Keeps every dose, frequency, and duration exactly as written
- Makes “call us if” and “go to the ED if” concrete and unmissable
- Translates the plain-language version, not the clinical source, so the reading level survives
Why it matters: Patients rarely ignore instructions on purpose. They fail to follow instructions that were written for a chart rather than for a tired person at home.
You will need: Claude.
Download skill (.md)Stuck getting one of these working?
The templates handle the logic. The part that takes real time is the connection to your PMS or EHR, the BAA paperwork, and deciding which escalations need a human. I do this for clinics — send me the workflow you are trying to stand up and I'll tell you what it actually takes, whether or not you hire me for it.