← All updates
Let a patient's own inputs trigger their next step
The problem it solves
Right now, moving a patient to their next step means someone on your team catching it and doing it by hand. A questionnaire comes back, a person has to notice, decide what happens next, and manually assign the task or questionnaire that goes with it.
What's included
- Questionnaire answers can kick off what happens next. Automation engine rules check individual questions or combinations of answers, so a patient's responses about their health, treatment interest, or demographics trigger the right downstream task instead of waiting for someone to read the results and manually assign -- no coding required.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.