Which workflows could be supported by the Clinic package?

Our Help Center has articles on many workflows available to our Clinic accounts. What other workflows have you found? Are there any new workflows we should support?

  • Transferring the patient to another provider’s waiting room
  • Sending the invitation link in Spanish

Hi Robin!

If you would like to transfer a patient between providers, you have a few options:

As for the language of the invites, we have a major “internationalization” project under way, so look out for that and many other useful changes in the near future!

Let me know if you have any questions about my suggested workflows. :slight_smile:

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2 posts were split to a new topic: Allow clinic members to see which patient other members are in a call with

Hi just wanted to follow up on this thread for future reference. There are many workflows depending on what you’re trying to accomplish. We created this quick survey that can help you decide.

Clinics now have the ability to transfer patients to other rooms! You can learn more here.