Module 4: Intake Scheduled Milestones

Module 4: Intake Scheduled Milestones




SUMMARY KEYWORDS

survey, client, intake, session, therapist, task, jessica simpson, coordinator, care, july, journey, practice, automation, ehr, fill, showed, complete, question, track, attendance

Summary

  • Tracking paperwork and intake session attendance. 0:01
    • Berit Elizabeth explains how automations track intake session attendance and move the journey to "intake complete" status.
  • Automated surveys for intake session attendance. 1:22
    • Berit Elizabeth explains how a survey is sent to the therapist after an intake session to confirm attendance and schedule a follow-up session.
    • The survey includes a one-question response option for the therapist to indicate whether the client showed up and whether the intake session has been completed.

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