Business owners schedule clinic reviews from plan edits
Business owners schedule clinic reviews from plan edits
Business owners editing patient plans miss periodic reviews, causing overdue follow-ups and care gaps. Add 3/6/12‑month calendar review events on plan edits so staff own follow-ups.
Overview
When plan edits are handled manually, business owners risk overdue follow-ups and patient care gaps. This flow turns plan updates into scheduled 3/6/12‑month calendar reviews with assigned owners, eliminating missed reviews and giving clear accountability.
Notable Features
- Create 3/6/12-month review events
- Assign clinic staff to each review
- Populate event description with plan details