Business owners keep annual treatment reminders up to date
Business owners keep annual treatment reminders up to date
Business owners miss patient recalls when stimulator or skin-treatment invoices don't update reminders, creating aged follow-ups. It sets reminders one year from invoice so operations trigger recalls.
Overview
Missed annual follow-ups create aged recall work and risk patient continuity. This workflow updates reminder dates when qualifying invoices are created, eliminating manual upkeep so operations can trigger timely recalls and preserve ongoing care.
Notable Features
- Update patient reminder dates
- Filter invoices by treatment code
- Notify operations of updated recalls