For Bone Coaches: Ensure new patients set portal passwords

Bone coaches and clinic founders mark accounts ready but patients miss portal access, delaying intake and onboarding tasks that affect care continuity. Trigger password emails so patients can onboard.

Overview

Patient intake stalls when portal access is delayed, risking care continuity and frustrated clients. This workflow sends password setup emails as accounts are marked ready so patients can complete intake and onboarding without manual follow-up. Teams report faster response times and fewer missed onboarding steps.

Notable Features

Send password setup emails instantly
Create portal access records automatically
Track onboarding completion and status