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Let eIVF appointments trigger assignments
The problem it solves
Clinics on eIVF have appointment data in their EMR that Navigate can't yet act on, so appointment-driven assignments still depend on someone entering them by hand.
What's included
- Appointments flow into Navigate as a trigger. Scheduled appointments in eIVF become something the automation engine can act on.
- Tasks, forms, and questionnaires assign themselves from the calendar. The same rules that run on questionnaire answers and referrals run on the schedule.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.