Business owners: assign prefilled consult forms to staff
Business owners: assign prefilled consult forms to staff
Business owners lose consult details when notes are added after appointments, causing missed follow-ups. Prefilled follow-up forms go to the practitioner at start so details are captured immediately.
Overview
Clinical practices risk missed follow-ups and slipping client satisfaction when consult notes are entered late. This workflow assigns a prefilled follow-up form the moment the appointment starts so practitioners capture details immediately, eliminating delayed handoffs and ensuring follow-ups happen reliably.
Notable Features
- Assign prefilled forms at start
- Extract client name and email
- Create follow-up task for practitioner