Intake done: tell the front desk
When a patient finishes their intake, let the front desk know the file is ready.
- Staff
- Any practice
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it when your front desk wants to know which new patients are ready, without checking every file.
When not to use it
Skip it if intake is always finished in the office with a staff member.
Why it helps
Front desk teams lose time checking whether paperwork is done. A heads-up when intake is complete lets them move on to the next step.
How it works
What starts it, what has to be true, and what happens next.
When
- A patient finishes every intake item.
Then
- The front desk gets a notice with a link to the case.
Steps
- The patient finishes their intake items.
- MediFlow marks intake complete on the case.
- The front desk gets a notice.
- They open the case and move it forward.
Works well with
- Workflow · Portal to-doPatient portal to-do
Send the patient a link to their portal to-do list so they can finish forms and uploads before the visit.
- Workflow · Missing cell phoneMissing cell phone
Flag patients with no cell phone on file so staff can add one before texts and calls are needed.
- Workflow · Missing prescriptionMissing prescription
When a visit needs a prescription or order that isn't on file, ask for it and flag it for staff.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.