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Communication

Work with messages and follow-up tasks

Keep patient conversations, promised calls, reminders, and overdue work in a shared clinic queue.
Who this is for
Receptionists, doctors, marketing staff, administrators, and owners
Where to go
Messages and Patient follow-ups
What you will finish
Every patient question has an owner and a clear next action.

Handle a new message

  1. Open Messages and choose the conversation.
  2. Confirm the patient before discussing care or payment.
  3. Read the recent history so the patient does not need to repeat everything.
  4. Reply using approved clinic wording and the appropriate channel.
  5. Create a follow-up if the answer cannot be completed now.

Create a useful follow-up

  1. Choose the patient and the reason for contact.
  2. Set a realistic due date and responsible person.
  3. Write the exact next action, such as call with result or offer a new time.
  4. Save and check that it appears in the open list.

Complete the work

  1. Open the task when contact is made.
  2. Record the outcome without unnecessary sensitive detail.
  3. Create a new task if another action is promised.
  4. Mark the old task complete only when its own action is finished.
CommunicationShare booking and portal channels, and manage TelegramCommunicationHelp a patient use their private portalFront deskUse the waitlist to fill an open time