Health CPOs: keep orthodontic review tasks and dashboards current

Orthodontic ops miss dashboard links in emails, delaying case review and patient handoffs. Patient name and dashboard link get added to the task so clinical reviewers start review faster.

Overview

Missed dashboard links stall case reviews and risk patient experience. This workflow ensures patient names and dashboard links flow straight into the task, eliminating manual lookups so clinical reviewers begin case review faster and with fewer handoffs.

Notable Features

Extract patient name from email
Attach dashboard link to task
Notify clinical reviewers on update