Business owners: create prefilled treatment plans on booking

Clinic business owners lose prior-treatment notes at booking, causing admin delays and prep errors. Create prefilled treatment plans on booking so clinic ops start prep with prior-plan context.

Overview

Clinic admin workflows risk errors when prior-treatment details are scattered across systems and missed at booking. This workflow creates a prefilled bulk treatment plan record whenever an appointment is scheduled, giving clinic ops prior-plan context before visits and eliminating manual lookups. The result is smoother handoffs and more reliable patient intake.

Notable Features

Create prefilled bulk treatment records
Pull prior treatment plan details
Notify clinic ops for prep