Create patient navigator tasks from cleared surgery updates
Create patient navigator tasks from cleared surgery updates
Your scheduled surgery patient records often lack a navigator task, leaving coordinators without dates or contact context. It creates navigator tasks so coordinators receive schedules same day.
Overview
When contacts are marked ready for surgery, missing navigator tasks cause coordinators to scramble for dates and patient context. This flow creates navigator tasks from those updates so coordinators receive schedules and contact details same day, reducing prep gaps and missed pre-op steps.