Send post-consultation emails and SMS, log CRM activity
Send post-consultation emails and SMS, log CRM activity
You miss patients after consultations when follow-up attempts are untracked and outreach is delayed. It sends email and SMS and logs the outreach so coordinators can re-engage patients within hours.
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Overview
When consultations close out, missed or unlogged follow-ups stall scheduling and patient decisions. This flow sends email and SMS outreach and records the activity on the patient record, so coordinators can re-engage patients within hours.