The work that happens after you say goodbye.
After every session, dozens of small tasks need to happen — notes, follow-up activities, invoices, reminders. mePro automations handle the routine ones in the background, so your only job is the clinical work.
Why it matters
Trigger-based
A trigger ('session completed') runs a workflow ('draft note, generate invoice, send activity').
Saves hours
Routine post-session tasks that took 10 minutes each happen automatically.
No-code
Pick a trigger from a dropdown, drag steps in. Anyone in your practice can build a workflow.
Every detail, designed for therapy.
Every capability inside this feature, ready to fold into your practice from day one.
Triggers library
30+ trigger events: session completed, no-show, intake received, payment failed, assessment submitted, more.
Action steps
Send email, send SMS, create task, draft note, generate invoice, assign activity, send assessment — chainable.
Conditional branching
If client is new, do X. If returning, do Y. If insurance, do Z. Branches handle the variations.
Per-client overrides
Disable a workflow for one client without breaking it for everyone else.
Delay + schedule
Send 48 hours after session, on Monday at 9 AM, every 4 weeks — fine-grained timing.
Audit log
Every automated action is logged with timestamp and result. Trace what fired and when.
Three steps from sign-up to value.
Pick a trigger
From the dropdown: session completed, no-show occurred, intake received, etc.
Build the steps
Drag actions in: draft note, generate invoice, send follow-up email, etc. Add conditions if needed.
Activate + monitor
Save it active. Workflow runs whenever the trigger fires. Audit log shows every execution.
See it inside the product.
Every feature folds into the calendar you already check, the client chart you already open, the inbox you already manage. No new tab to remember.
Your practice, on rails.
The best practices have invisible operations. Clients feel taken care of, you don't feel like you're constantly behind. Automations are how that happens.
- 30+ pre-built workflows for common scenarios
- Conditional logic for new vs returning clients, in-person vs telehealth
- Multi-step chains so a single trigger does several things at once
- Full audit trail so you know exactly what ran when
Frequently asked questions
Still curious? Reach out to info@mepro.ai or book a 30-minute walkthrough.
Can I customize the AI-drafted notes that automations create?
Yes. Note drafts use your template and voice. They go to your inbox for sign-off — never auto-sign to the chart.
What if I want to pause automations during vacation?
Toggle 'practice pause' from settings. All automations suspend gracefully until you return. Resumed without disruption.
Can workflows trigger external systems?
Yes — through Zapier or direct webhooks. Send data to your accounting software, CRM, email marketing, etc.
Is there a limit on how many workflows I can have?
No practical limit. Most practices run 5-12 active workflows. Group/Clinic plans can run 100+.
Can I test a workflow before turning it on for real clients?
Yes — every workflow has a 'simulate' mode. Pick a recent session, run the workflow against it, and see exactly which steps would have fired without sending anything to the client. Activate once you're satisfied.
What happens if a step in a workflow fails?
Failed steps retry up to 3 times with backoff, then log as 'failed' and surface in your alerts inbox. The rest of the workflow continues with steps that don't depend on the failure. You decide whether to retry manually.