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)

More About The Tools Used on This Page

Getting Started With Form Builder

Using Form Builder - Intro and Practice

Getting Started With Patient Portal

Getting Started with Workflow Builder

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