Automating Patient Form Follow-Ups for a Mental Health Provider

The follow-up process that used to sit with clinical staff now runs on its own each day. Patients with an outstanding form are identified, reminded, escalated where they stay unanswered and closed off automatically once they respond, so staff are no longer tracking completion or sending chasers by hand. Because reminders send from one shared mailbox and link straight to the right form, follow-up stays consistent across the whole patient base rather than depending on individual staff remembering to act. And because the timing, escalation and content are controlled through configuration, the provider can adjust the system without coming back to a developer.