Onboarding new patients, submitting referrals, and following up with patients — you probably encounter these routine processes every day. Using Workflows in Dock is a great way to create structure and accountability around a process by automating and boosting efficiency.
Get started with a Workflow by visiting the Workflow Library on the left-hand navigation bar.
There, you’ll find standard Workflow templates, like getting a pre-auth or onboarding a new patient. You can also create a custom Workflow to automate routine processes unique to your practice. Automating these processes fosters accountability and reliability.
Once you create a Workflow and define your Tasks, you’ll see the same list of Tasks each time you begin that Workflow. At a glance, you can see the workflow’s tasks, status, and assignees:
