Create automatic follow-up reminder tasks for surgery bookings
Create automatic follow-up reminder tasks for surgery bookings
New surgery bookings often leave confirmation steps untracked, so patients miss calls and intake checks. Create and assign reminder tasks so coordinators run confirmation calls before surgery.
Overview
Stop confirmation steps from falling into gaps by automatically creating two timed reminders for every surgery booking and assigning them to the right coordinator. This guarantees coordinators have scheduled work to run confirmation calls ahead of the procedure.