Set the status
Record the decision stage with the offer and notes on the same contact.
DENTIGMA / WORKFLOWS
Plan what happens after “I’ll think about it”.
When a patient is not ready to decide, establish when and by whom the next contact will happen.
Account for working days
Apply the status delay with the representative’s schedule. Use quick date options where needed.
Complete the follow-up
Record the outcome, complete the old follow-up and plan a new step if appropriate.
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Explore an example clinic workflow step by step.
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