Keep clinicians' patient files updated across assessments and worklists
Keep clinicians' patient files updated across assessments and worklists
Clinical operations coordinators upload files to CRM, but clinicians miss updated assessment and mid-treatment documents, risking patient outcomes. So clinicians review with all documents available.
Overview
When clinicians don't receive the latest assessment and mid-treatment files, patient care and review readiness are at risk. This workflow sends each uploaded CRM file into the correct clinician worklists and keeps an audit trail, eliminating manual copying so clinicians start review with all documents available and compliance records intact.
Notable Features
- Send uploaded files to clinician worklists
- Update assessment and mid-treatment records
- Notify clinical staff of file updates