For wellness clinics notify client liaison on exam purchases

Client liaisons overlook 'Exam Purchased' accounts in busy inboxes, causing scheduling gaps and missed follow-up. Instant notifications put scheduling and follow-up into motion.

Overview

Client liaisons at health and wellness clinics risk scheduling gaps and frustrated patients when exam purchases are missed. This workflow routes every 'Exam Purchased' account directly to the liaison and creates follow-up tasks, eliminating missed handoffs and keeping scheduling on track. Clinics report faster response times and cleaner handoffs once notifications are in place.

Notable Features

Send purchase alerts to liaison
Include exam and scheduling details
Create follow-up tasks for reps