Clinic owner: route flagged client cases to processing
Clinic owner: route flagged client cases to processing
Clinic owners flag records 'A trabajar bot', leaving operations with incomplete client data and delaying patient intake. Route flagged records to the processing flow so staff get complete client files.
Overview
Clinic owners risk delayed patient intake and inconsistent case submissions when flagged records sit in inboxes. This workflow routes those records into your case-processing flow, eliminating manual handoffs so operations start with complete client files and zero missed follow-ups.
Notable Features
- Route flagged client records immediately
- Add full client details to flow
- Notify operations staff on handoff