The problem it solves
Care coordinators need to proactively pull updated records from a referring clinic ahead of certain follow-up visits, but without an automated reminder, this step depends on someone remembering to do it in time.
What's included
- Automatic check whenever a configured follow-up appointment type is scheduled
- Task created for the client's tagged care coordinator
- Task prompts retrieval of the latest progress note from an external clinic
How it works
Trigger
Appointment scheduled
Logic
Appointment type matches configured list
Action
Create task
Automated Task After Session Scheduled creates a task for a client's care coordinator whenever a specific follow-up appointment type is booked, prompting them to retrieve the latest progress note from a referring clinic's EMR before the visit. It's built for practices coordinating care with external referring providers.
