Create reminder tasks on new medical items before dates
Create reminder tasks on new medical items before dates
Your medical collection items without scheduled reminders leave case coordinators scrambling and appointments overlooked. Create assigned reminder tasks so outreach happens ahead of the appointment.
Overview
Unassigned medical reminders force coordinators into firefighting and increase no-shows. This workflow creates and assigns reminder tasks as soon as a medical collection item appears, so outreach is scheduled within configured windows ahead of appointments.