Can I Streamline my Process for New Patients?

Automate your process using Workflow Builder

New Patient - Sample Workflow

This is just one workflows you can build to streamline your new patient process.

• Patient schedules a new Appointment on the Patient Portal.

• ClinicTracker automatically:

  • Creates a linked Appointment.

  • Completes Appointment and Scheduler details based on Staff Info Form.

  • Grants access to the patient if staff has access to only assigned patients.

• Workflow Builder automatically:

  • Email patients to notify of the Staff Assignment. 

  • Creates a due date for:

    • Comprehensive Assessment

    • Supervisor Review 

    • Treatment Plan

    • Treatment Plan Review (recurring)

Getting Started With Form Builder

Using Form Builder - Intro and Practice

Getting Started With Patient Portal

Getting Started with Workflow Builder