For ortho coordinators: create Clincheck worklist on Rx

Orthodontic coordinators miss intake when Ortho Rx updates are overlooked, causing scheduling gaps. Create Clincheck worklist entries on Submitted, ensuring providers have patient details and due dates.

For ortho coordinators: create Clincheck worklist on Rx

Overview

Missed Clincheck intake creates scheduling backlogs and risks delayed treatment for orthodontic patients. This workflow creates a worklist record the moment an Ortho Rx is submitted so clinical ops and providers always have patient details and due dates for reliable handoffs. Teams report faster handoffs and fewer missed initial intakes.

Notable Features

  • Create Clincheck worklist entries
  • Attach patient details and due dates
  • Notify clinical operations and providers

For ortho coordinators: create Clincheck worklist on Rx