Send IVF pre-testing document to patient after acknowledgement
Send IVF pre-testing document to patient after acknowledgement
Your completed price acknowledgement PDFs leave patients unclear on pre-testing steps and delay intake. The workflow sends the compliance next-steps document so patients are prepared within 48 hours.
Overview
When patients complete price acknowledgements, coordinators still spend hours chasing next-step paperwork and intake stalls. This flow extracts recipient contacts, verifies the acknowledgement, waits 48 hours, and issues the pre-testing packet automatically so coordinators can start intake within two days.