Alternative medicine: start prep when cases change stage

Executive directors see cases stall after stage changes, causing intake delays. The workflow triggers downstream steps so coordinators begin preparation immediately and keep cases moving.

Overview

Missed preparation creates intake delays that frustrate patients and threaten retention. This workflow ensures every case entering the preparation stage triggers downstream prep tasks and coordinator notifications, eliminating manual handoffs so cases progress without stalls.

Notable Features

Trigger downstream tasks on stage change
Notify operations coordinators instantly
Create preparation checklists automatically