Care plan reviews and client rebooking are manual, time-intensive tasks that pull practitioners away from direct client care. Practitioners spend hours each month checking due dates, drafting emails, and coordinating appointment slots across multiple systems.
Automation identifies clients due for review, generates updated care plans from session notes, and sends personalized rebooking emails with available slots. Practitioners review and approve the plan in minutes, while clients receive faster communication and book appointments more easily.
The full workflow, from trigger to completion.
Automation checks daily for clients whose care plan review date has arrived or whose final session in a block is complete.
Automation retrieves the client's recent session notes, outcomes, and current care plan.
The automation summarizes progress, suggests revised goals and treatment frequency, and drafts an updated care plan document.
Automation writes the updated care plan back and flags it for practitioner review.
Automation queries for the practitioner's next available appointment slots in the recommended frequency window.
Automation sends a personalized email with the updated care plan summary and available appointment options.
Automation records the rebooking email send and review date in a tracking sheet and notifies the team.
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