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Create IUI pre-testing packet when patient signs price form

Create IUI pre-testing packet when patient signs price form

Your completed price acknowledgements sometimes leave patients without IUI pre-testing paperwork and clear next steps. Send the IUI pre-testing packet immediately so coordinators can follow up same day.

Create IUI pre-testing packet when patient signs price form

Overview

Manual sending of pre-testing paperwork creates delays and extra outreach for coordinators. This flow creates and sends the IUI pre-testing packet automatically after a patient signs the price form, so coordinators have materials same day and patients receive clear next steps within minutes.

Create IUI pre-testing packet when patient signs price form