More task automation options | Voters

More task automation options

Dana Dabransky

Currently there are not many options for tasks that are autogenerated. I would like to have tasks created for the following:
--Incoming faxes: assign document to patient
--Messages: reply to patient
--Appointment request: confirm appt. and send intake/consent forms

December 12, 2022

Elizabeth Ault

Yes, would love to have some true automation options and not just assigning tasks. I would love to be able to set a rule where a patient is automatically invited to the patient portal after the initial visit note is locked for example.

Jacqueline Abeling

Oh my gosh, yes! As an ADHD-er, this is the type of automation I'm looking for.

Lauren

Yes! And when someone gets on a reoccurring plan or purchases a package. Having options for more automation would be amazing.

Dana Dabransky

--Claim rejected: fix claim and resubmit

Ashley Haden-Peaches

Also to follow up on a claim that hasn't gotten anything back yet.