Add six month reminders to treatment records after invoices
Add six month reminders to treatment records after invoices
Your treatment invoices for botox and similar procedures don't create follow-up records, leaving coordinators missing due rebookings. It creates six-month reminders so follow-up is ready same day.
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Overview
If treatment invoices don’t seed follow-up reminders, coordinators waste time and rebookings slip. This workflow turns qualifying invoices into six‑month reminder records so your team has outreach ready within minutes and missed rebookings drop.