Settings and activity
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Becky Bowen
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579 votes
Becky Bowen
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Becky Bowen
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**Patient follow-up tasks and provider notifications**
When a patient calls or messages about a side effect, medication refill, treatment question, or booking need, staff need a way to:
* Document the request in the patient’s chart
* Assign it to the appropriate team member
* Notify that person
* Track it until follow-up is completed
This is critical for patient safety, but it also prevents missed bookings, improves retention, and protects revenue by ensuring every patient request receives timely follow-up.