Task Creation if No Follow-Up Appointment Scheduled
Creates a scheduling task when a client has no future appointment booked after a completed visit. Surfaces follow-up gaps before they turn into lost patients.
Built by SE Team
The problem it solves
After a completed session, follow-up scheduling is easily overlooked in high-volume practices where no single staff member monitors every client's appointment cadence. Patients who leave without a next appointment booked are at risk of falling out of care before anyone notices.
What's included
- Signed chart note trigger with configurable delay window (e.g., 5 days post-note)
- Future appointment check -- workflow evaluates whether any upcoming appointment exists for the client
- Conditional branching -- task created only if no future appointment is found
- Auto-generated task assigned to the scheduling team with configurable description
- Configurable delay duration and task assignee
How it works
Chart note signed
No future appointment exists after delay window
Create task
Task Creation if No Follow-Up Appointment Scheduled triggers when a chart note is signed and starts a configurable delay window. At the end of that window, the automation checks whether the client has any future appointments booked -- if one exists, the workflow stops. If none is found, a task is created for the scheduling team to reach out. This workflow is built and managed through Automate by Healthie and is related to the Patient Reengagement Task automation, which handles longer-term lapse detection after 90 days of inactivity.
