Onboarding new patients, submitting referrals, 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 your left menu bar.

There, you’ll find standard Workflow templates, like getting a pre-auth or onboarding a new patient. Take your workflows to the next level with integrations and automations that drive steps within the process forward on your behalf. Automating these processes fosters accountability and reliability.

You can also create custom Workflows to automate routine processes unique to your practice.

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.