Set the Rules,
Lightning Does the Rest
Build automation rules that trigger actions when things happen in your practice. When a patient changes status, misses an appointment, or hits a milestone, Lightning can send messages, create tasks, and update records automatically.
Rules That Run Your
Admin For You
Status-Based Triggers
Rules fire when patient statuses change. Move from active to debond? Lightning can send letters, update records, and assign tasks automatically.
Smart Reminders
Automated SMS and email reminders for appointments, follow-ups, and recalls. Patients get reminded without your team lifting a finger.
Task Creation
Automatically create tasks for your team when events happen. Missed appointment? A follow-up task appears on the right person's list.
Communication Triggers
Send emails and letters automatically based on status changes, milestones, or time-based rules. Welcome packs, retainer care guides, and recall notices go out on their own.
Custom Rules
Build your own rules with conditions, actions, and timing. If this happens, then do that, with delays and multiple actions.
Nothing Falls Through
Every rule logs its actions so you can audit what happened and when. If a reminder was sent or a task was created, you will see it.
Ready to Transform Your Practice?
See how Lightning can streamline your workflow and give you more time with patients.