Clinic admin: confirm assessments and send payment links
Clinic admin: confirm assessments and send payment links
Clinic admins miss sending payment links and booking info, causing delayed follow-ups. It generates assessment reports and emails patients payment links and booking links so staff can start follow-up.
Overview
Clinic admins risk delayed follow-ups and lost payments when assessment submissions sit unprocessed. This workflow creates assessment reports, sends payment links and booking options, and notifies staff so patients get next steps promptly and billing gaps are reduced.
Notable Features
- Create patient assessment documents
- Send payment links to patients
- Notify staff of new submissions