This is a sample draft. It has not been sent to subscribers.
The Avant Clinics case study describes three booking paths feeding one reception queue: doctor-page booking, a form and chat. A useful lesson is to make the handoff clear before adding more automation.
Start with one administrative step, such as passing a booking request to reception. Define what arrives, what information may be missing, who takes responsibility and what happens next. Keep medical questions with qualified staff.
Try this with the team: take ten minutes and sketch one handoff using invented records. Write five fields: source, request, missing administrative information, owner and next step. Ask a colleague to follow it. Note where they need an explanation; that is a useful place to improve the workflow.
- Read the Avant Clinics case
- Explore intake and follow-up workflows
- Plan a clinic workflow with a project brief
Aziz
Occasional notes · Unsubscribe anytime