Yes, with a check in signal to key off. A workflow in GoHighLevel can wait until the visit window ends, check whether staff tagged the patient Checked in, and if not, use the Update Appointment Status action to set No Show and start the follow up. The bottom line: the workflow handles the bookkeeping, and a person decides what a pattern of no shows means, because ending a patient relationship has ethical and legal limits.

What GoHighLevel offers

GoHighLevel's help pages list an Update Appointment Status action that changes an appointment's status from a workflow, and an Appointment Status trigger whose statuses include New, Confirmed, Cancelled, Showed Up, No Show, and Invalid. The status lives in the CRM calendar. It does not change the practice management or EHR record unless an integration passes it along, so staff still document attendance in the chart.

The scale

A peer reviewed study of ten clinics found a mean missed appointment rate of 18.8 percent, and a health care law firm summarizing Medical Group Management Association data puts the average for physician offices at 5 to 8 percent, higher with more new patients. The range is wide, so measure your own. The same law firm notes that missed visit charges are governed by payer rules, covered in our same day cancellation guide.

SignalMeaningAction
Tagged Checked in before the visit endsPatient attendedStatus set to Showed Up by staff
No Checked in tag 30 minutes after the end of the slotProbably a no showWorkflow sets No Show and texts a reschedule link
Patient called to cancel lateNot a no showStaff set Cancelled, and the workflow does nothing
Third no show in 12 monthsPatternTask for the office manager and clinician to review

Why a person must decide about repeat no shows

Dismissing a patient is not a workflow step. An article reviewed by MDedge describes abandonment as a form of negligence, says a physician may terminate the relationship only after giving reasonable notice and a chance to find other care, and notes that 30 days of follow up and emergency care is the commonly cited reasonable period, with the letter sent by a method that documents receipt. The University of Florida's policy, as described in a risk management summary, lists excessive no shows among reasons for dismissal and says the process starts after other efforts fail. So the workflow counts and flags, a clinician reviews, and any dismissal follows the practice's written policy and state law.

Build it in GoHighLevel

HighLevel help center pages describe the Appointment Status trigger as firing when an appointment is created or its status changes, with statuses New, Confirmed, Cancelled, Showed Up, No Show, and Invalid, and with filters for calendar, calendar group, tag, user, and who made the change (customer, user, or API). The Update Appointment Status action can set the same statuses from inside a workflow. A third party agency guide adds that Appointment Status is now the main appointment trigger and the older Customer Booked Appointment trigger is being phased out, so use Appointment Status for new builds.

  1. Add a staff step at check in that adds the tag Checked in to the contact, or sets the status Showed Up.
  2. Build a workflow with the Customer Booked Appointment trigger that waits until the end of the appointment plus 30 minutes. Confirm the exact Wait option for appointment times in your builder.
  3. Add an If/Else on the tag Checked in and on the appointment status.
  4. If neither is present, use Update Appointment Status to set No Show.
  5. Send a generic text with a reschedule link, and add the tag No show.
  6. Add a counter field with the Math Operation action, and create a task for the office manager when it reaches 3 in 12 months.
  7. Turn on Stop on Response so a reply goes to staff.

Worked example

For example, a practice with 1,000 visits a month and a 6 percent no show rate has 60 no shows (1,000 times 0.06). If marking each by hand takes 1 minute, the workflow saves 60 minutes a month, and the larger gain is that every no show gets a reschedule text the same day.

Mistakes to avoid

How this was handled before

The front desk marked no shows by hand at the end of the day, or a scheduler reviewed the day sheet the next morning. Some practices called the patient, and many did not. A status step and a reschedule text make the same day response routine, and leave the decisions about patterns to a person.

What to measure after launch

Track no shows marked by the workflow, no shows marked wrongly, reschedules from the text, and patients with 3 no shows in 12 months. Audit a sample weekly to confirm the check in step is working.

Check before you switch it on

US text messages sent from a standard 10 digit number need A2P 10DLC registration. The HighLevel support portal says registration is required for texts to US recipients from 10 digit long code numbers and that toll free numbers do not require it. HighLevel's opt in guidelines also say a person cannot be forced to agree to text messages in order to submit a form, so keep the consent box optional. One compliance guide separates informational texts, which need documented consent, from marketing texts, which need prior express written consent. Ask your attorney which category your reminders fall into. Have your compliance lead approve the no show text and the dismissal policy, and keep the chart as the record of attendance. This is general information, not legal advice.

Questions people ask

Can GoHighLevel change an appointment's status automatically?

Its actions list includes Update Appointment Status, which sets a status from a workflow.

Does it update the EHR?

Not by itself. The status is in the CRM calendar unless an integration passes it along.

Can a practice dismiss a patient for repeated no shows?

A person must decide, following written policy and state law. Commonly cited practice is written notice and about 30 days of follow up and emergency care.

Ready to try it yourself? Start a GoHighLevel account here.

You can also see this in action in our GoHighLevel capabilities demo.