Send dentist settle-up reminder after patient visit ends
Send dentist settle-up reminder after patient visit ends
You miss treatment completion notes when appointment events end unrecorded, which holds up billing and follow-up. Records and receipts are updated and coordinators get billing confirmations the same day.
Workflow preview:
Zap details:
Overview
When appointment events end without completion records, billing stalls and post-care follow-up slips. This flow emails the treating dentist to prompt settle-up and ensures records, receipts, and post-care messaging are completed the same day.