Send document links to patients and update deal
Send document links to patients and update deal
Your pre-op document deliveries miss patients or lack logged context, leaving coordinators scrambling. Receive sent-link confirmations and CRM updates so coordinators can act same day.
Overview
If pre-op documents aren't delivered and logged, coordinators waste time confirming outreach and patients miss critical steps. This flow sends the document link to the patient and writes the outreach back to the deal so coordinators have proof of contact and can act same day.