Update patient follow-up deal status after completed appointment
Update patient follow-up deal status after completed appointment
Completed appointments aren't updating deal records, leaving billing and coordinators without visit context. This delivers accurate deal status for same-day invoicing and prompt follow-up.
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Overview
When completed visits don't flow into your CRM, billing and post-care outreach stall and revenue is delayed. This flow ensures deals reflect appointment completion so billing staff and patient coordinators can act same day, reducing follow-up gaps.