Engineering: Trigger outreach when patients need start dates

Care coordinators miss outreach when records are flagged for a start date, risking missed dosing follow-ups. Tagged contacts receive outreach so coordinators collect scheduling info and secure confirmed start dates.

Engineering: Trigger outreach when patients need start dates

Overview

Missed scheduling outreach leaves patients without confirmed start dates and risks missed dosing follow-ups. This workflow routes tagged contacts into personalized outreach and task assignments, ensuring coordinators promptly collect scheduling details and eliminating missed follow-ups.

Notable Features

  • Notify care coordinators on tag change
  • Create follow-up task for coordinators
  • Personalize outreach with patient details

Engineering: Trigger outreach when patients need start dates