Clinic CEOs trigger patient intake tasks after payment
Clinic CEOs trigger patient intake tasks after payment
Clinic CEOs see paid in-clinic checkouts go unprocessed, causing scheduling delays and risking patient intake. Start intake tasks and notify providers and coordinators so onboarding begins.
Overview
Missed intake after an in-clinic payment creates scheduling delays and risks patient care continuity for small clinics. This workflow triggers intake tasks and alerts providers and coordinators from paid checkouts, eliminating manual handoffs so onboarding and scheduling start without delay.
Notable Features
- Trigger intake tasks on payment
- Notify providers and coordinators
- Create patient onboarding checklist