Healthcare & Wellness
For healthcare practitioners, therapists, coaches, and wellness professionals, Marin helps manage appointment scheduling, patient follow-ups, and administrative tasks—letting you focus on providing care.
Daily Tasks for Healthcare Professionals
Appointment Scheduling
Coordinate appointments without the phone tag and double-booking risks.
EXAMPLE REQUESTS
"Schedule an appointment for Sarah Johnson next Tuesday at 2pm"
"Set up a follow-up appointment for 2 weeks from today at 10am"
"Move Friday's 3pm appointment to Thursday same time"
Appointment Reminders
Reduce no-shows with automatic appointment reminders.
EXAMPLE REQUESTS
"Send appointment reminders to all patients scheduled for tomorrow"
"Remind me to confirm Thursday's appointments on Wednesday evening"
"Set up recurring reminders 24 hours before each appointment"
Patient Communication
Handle patient inquiries and appointment requests professionally and promptly.
EXAMPLE REQUESTS
"Draft a reply confirming their appointment and asking them to arrive 10 minutes early for paperwork"
"Reply to this new patient inquiry explaining our services and how to book a consultation"
"Send a response saying we're accepting new patients and have availability next week"
Follow-up Care
Never miss a follow-up or wellness check-in with patients.
EXAMPLE REQUESTS
"Remind me in 1 week to check in on the patient's recovery progress"
"Send a follow-up email asking how they're feeling after last week's treatment"
"Schedule a 3-month check-in for patients who completed their treatment plan"
Patient Records Organization
Keep session notes and patient information organized and accessible.
EXAMPLE REQUESTS
"Create a Notion page for new patient [name] with their contact info and intake notes"
"Add today's session notes to the patient's file in Drive"
"Update my patient tracker: Mark John Smith as discharged"
Administrative Tasks
Handle billing, documentation, and practice management efficiently.
EXAMPLE REQUESTS
"Create an invoice for 4 sessions at $150 each for patient Smith"
"Track my patient hours this week in a spreadsheet"
"Remind me to submit insurance claims for this week on Friday"
Referral Management
Coordinate with other providers and manage specialist referrals.
EXAMPLE REQUESTS
"Draft a referral email to Dr. Johnson about patient needing specialist consultation"
"Follow up with the specialist's office about patient appointment status"
"Send a thank you note to the referring provider"
Complete Daily Workflow Example
Here's how a therapist or wellness coach might use Marin:
8:00 AM - Morning Review
"Show me today's appointments and any cancellations or reschedule requests"
8:30 AM - Send Reminders
"Send appointment reminders to all patients scheduled for today"
12:00 PM - Schedule New Patient
"Reply to the new patient inquiry and schedule an intake appointment for next Monday at 3pm"
2:00 PM - Session Notes
"Create a document with today's session notes for patient file"
4:00 PM - Follow-up
"Send a check-in email to the patient from last week asking how they're doing"
5:30 PM - Next Day Prep
"Review tomorrow's schedule and set reminders for any prep work needed"
What Healthcare Professionals Connect
- Gmail - Patient communication and appointment requests
- Google Calendar - Appointment scheduling and reminders
- Google Drive - Secure patient records and session notes
- Zoom - Virtual appointments and telehealth sessions
- Notion - Patient tracking, practice management, and documentation