Is it possible to automate the creating of tasks for new patients?

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Scott
Posts: 26
Joined: Wed Jun 20, 2007 6:31 pm
Location: Enola PA

Is it possible to automate the creating of tasks for new patients?

Post by Scott » Wed Aug 16, 2023 7:12 pm

When creating a new patient, we would like to have several tasks automatically assigned to that patient so we can start tracking the progress of these workflows directly in OD. Currently the tasks needed would be a "Verify Insurance Task" and a "Confirm Prior X-Rays Task" for example. These would be put in a task list like "Front Desk" or similar.

Thanks for any ideas!
Good Bye Softdent!!

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