Automation engines
Reminders and recalls, cards that move when patients progress, and billing and clinical status that follow the consult. Build the journey yourself, or describe it and review the draft.
We will walk through a recall, a board move and an automatic invoice line on your kind of caseload.
Category
Workflow Boards
Workflow boards
| What it does | Check-in, consult start, room admit, clinical discharge, consult close and invoice paid each create or move a card. Default columns cover waiting room through payment due and discharged. |
|---|---|
| Why it's worth it | The board matches the floor without someone dragging every card. The team sees who is where from the same events already in the record. |
| Cost to turn on | Included with the Companion module. No Marketing Automations add-on required. |