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Create 6mo follow-up reminders from new invoices for clinic

Create 6mo follow-up reminders from new invoices for clinic

Your billed treatment invoices often miss paired follow-up reminders, leaving rebookings and outreach untracked. You get reminder records so staff can contact patients ahead of the six-month window.

Create 6mo follow-up reminders from new invoices for clinic

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Overview

Missed six-month touchpoints create scheduling gaps and idle capacity. This flow turns billed treatment invoices into reminder records so clinic managers and front-desk staff can start outreach ahead of the six-month window and keep schedules full.

Create 6mo follow-up reminders from new invoices for clinic