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Automations
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A
Andrea D'Amico
T
Tiffany Blacklock
A
Amy Gardner
K
Kathryn Werner
J
Jess Romeo
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5
Trigger processes from more possible actions
J
Jess Romeo
We'd like to be able to trigger a process for actions beyond those in the list available to us. Like for example when a tag is added to a client. This would help us tailor workflows better and customize the EHR more effectively for our practice.
June 12, 2025
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