Clinic owners create prep tasks when appointments are scheduled
Clinic owners create prep tasks when appointments are scheduled
Front-desk staff miss pre-visit prep when appointments have no tasks, causing intake gaps and poor handoffs. Every appointment creates a pre-visit task so staff assign work and clinicians start prepared.
Overview
Missed pre-visit preparation creates intake gaps and poor handoffs that hurt patient experience. Turning each scheduled appointment into a tracked pre-visit task ensures responsibilities are assigned and clinicians start visits prepared. The result is fewer missed handoffs and smoother visit flow.
Notable Features
- Create tasks from calendar events
- Notify front-desk and clinicians
- Attach patient details to tasks