How to Set Up and Optimize Your Patient Journey Pipeline

Follow these 6 steps to set up and optimize your Patient Journey Pipeline with the associated Loom video links to guide you through each phase.

Step 1: Understanding the Patient Journey Pipeline

Loom Video: Understanding the Patient Journey Pipeline

Step 2: Creating Your Patient Journey

Loom Video: Creating Your Patient Journey

Step 3: Choosing The Appointment Types That Trigger The Automation

Loom Video: Choosing The Appointment Types That Trigger The Automation

Step 4: Adding Appointment Types To Clinic Convert To Trigger The Automation

Loom Video: Adding Appointment Types To Clinic Convert To Trigger The Automation

Step 5: Checking Emails And Adding Videos

Loom Video: Checking Emails And Adding Videos

Step 6: Team Training - How To Use The Patient Journey Pipeline

Loom Video: Team Training - How To Use The Patient Journey Pipeline

By following this structured video series and utilizing the provided Loom tutorials, you'll be able to effectively set up and manage your Patient Journey Pipeline, ensuring patients stay engaged, complete their care plans, and smoothly transition into wellbeing care.