We know life gets busy, especially when it comes to managing patient tasks! That’s why our Call to Action feature is here to keep you on top of everything, so you never miss a beat.
Need a friendly reminder to follow up with a new patient? Or maybe it’s time to verify insurance or ask for a referral after an appointment? With the Call to Action feature, it’s as easy as setting it up once and letting it do the work for you.
How to set it up:
Head to Campaign > Show Campaigns
Create or Edit a Campaign: Whether you’re starting fresh or tweaking an existing campaign.
Select +Add Step
Choose "Call to Action" on the action drop-down and select when you want to be reminded of the task
"Step Name" will be the name of the task/reminder
Save Your Campaign
What Happens Next?
Once a patient meets the criteria for your task, your Call to Action reminders will pop up right in Mission Control>Call To Action and your to-do list.
