Send controlled substance agreement and create follow-up task
Send controlled substance agreement and create follow-up task
Your patients may not receive signature requests after visits, blocking full prescriptions. The flow sends the agreement email and creates a follow-up task so staff capture signatures same day.
Overview
When a patient visit is recorded, this flow immediately emails the controlled‑substance agreement and creates an internal follow‑up card so staff can secure signatures without manual steps. That preserves clinicians' prescribing authority and reduces last‑minute limited prescriptions by capturing consent same day.