Create follow-up call task after quote stage transition
Create follow-up call task after quote stage transition
Quoted-stage consults often lack scheduled follow-ups, leaving patients unclear about next steps. Assign a follow-up call to patient coordinators one day after the stage change to keep bookings on track.
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Overview
When consults reach the quoted stage your patient coordinators need a clear, timed next step; without it confirmations and bookings can stall. This flow creates a scheduled follow-up call task assigned to coordinators one day after the stage change, keeping quote confirmations and bookings progressing within 24 hours.