For health clinics: archive old care dossiers and report
For health clinics: archive old care dossiers and report
Clinical administrators see care dossiers older than two months linger, creating audit exposure. Daily cleanup removes outdated dossiers and emails a consolidated list for audit and follow-up.
Overview
Unremoved care dossiers increase audit exposure and create extra manual work for clinic leaders. This workflow enforces your two-month retention by removing outdated dossiers and delivering a consolidated morning list, giving managing directors an auditable trail and clinical administrators an actionable follow-up. The result is clearer audit records and fewer manual checks each morning.
Notable Features
- Remove dossiers older than two months
- Deliver consolidated morning removal list
- Move exceptions to a failed folder