Workflows Overview

A Workflow is a repeatable outreach process for one group of patients — for example, patients overdue for hygiene, patients with unscheduled treatment, or patients with an appointment to confirm. Each workflow gives your team a running list of who to contact, the tools to reach them, and reporting on what's working.

The workflows

• Hygiene Recare — re-engage patients overdue for a hygiene visit.

• Treatment Plans — follow up with patients who have unscheduled (outstanding) treatment.

• Confirmations — confirm upcoming appointments.

• Appointment Requests — handle inbound requests for appointments.

Find them under Comms → Workflows → [workflow].

Every workflow has the same tabs

• Overview — the workflow's key metrics and funnel at a glance.

• Queue — the live list of patients needing outreach right now.

• Reporting — results over time (e.g. Attempts, Attended, Completed, History — varies by workflow).

• Campaigns — run a larger, multi-touch outreach push to a batch of patients (where enabled).

• Settings — configure this workflow's messaging, cadence, and AI bot.

The shared building blocks

Every workflow is powered by the same core pieces. Learn each one once and it applies everywhere:

• The Queue — who needs contacting. → Understanding the Queue

• Outreach attempts — logging calls and contact by hand and recording the result. → Manually Tracking Outreach Attempts

• Scripts — the message templates you send. → Communication Scripts

• Cadences — automated multi-touch sequences. → Cadences

From here, see the workflow-specific guides (Hygiene Recare, Treatment Plans, Appointment Confirmations) for how each one works in practice.