Nutritionists start client intake when audit forms arrive
Nutritionists start client intake when audit forms arrive
Nutritionists miss intake details when audit forms sit unread, risking delayed care and billing gaps. Alerts notify coaches and clinical ops with form details so intake follow-up begins quickly.
Overview
Missed intake items can delay patient care and create billing gaps for private nutrition practices. This workflow routes every new audit form to the assigned coach and clinical operations, creating alerts and intake tasks so follow-up begins quickly and missed follow-ups are eliminated.
Notable Features
- Notify coaches with full form details
- Assign coach from patient contact record
- Create intake tasks for clinical ops