The problem it solves
Patients uploading documents — insurance cards, referral letters, external records — need provider acknowledgment. Without an alert, uploaded documents go unreviewed until staff manually check the record.
What's included
- Automatic check on every client document upload
- Task created for the patient's provider, with document details included
How it works
Trigger: client uploads a document to their record. Steps: create a task assigned to the patient's provider, populated with the patient name and document details.
Task Creation on Client Document Upload creates a task for the provider whenever a client uploads a document to their record, so nothing uploaded goes unreviewed. It's built for practices that need provider acknowledgment of self-uploaded records like insurance cards or referral letters, and requires the Automate module. The task is populated with the patient's name and document details as soon as the upload happens.
