for PracticesPractice systems and integrations
Consultation report review
Give coordinators a consistent summary to review before a patient callback.
Illustrative scenario
How it works in practice.
Team request
What does our new consultation request need from us?
Configuration example
Review the visitor’s stated goals, unanswered questions and requested next step together.
Workflow outcome
A staff-reviewed consultation report guides the callback.
Practice setup
What you’ll need.
Configured Consultant reports, an assigned reviewer and a follow-up process.