Clinic that organizes follow-up visits
In this scenario, the team reviews its upcoming reminders every morning and books pending follow-ups
Illustrative scenario: the people, clinic and situations are examples. It does not describe a real customer or measured results.
- Type of practice
- Clinic with follow-up patients
- Type of case
- Illustrative scenario
The challenge
In a clinic where patients come back for follow-ups, pending items live on sticky notes, in the team’s memory and in forwarded messages.
When someone is out or changes shifts, a follow-up can easily go unbooked.
With Chivo
On the dashboard, the upcoming reminders section shows what is coming, next to today’s appointments.
When a follow-up is due, the front desk books it as a new appointment. Chivo also has a tasks module; in the demo we show you how it works and whether it fits the way you work.
This scenario does not assume automatic messages to patients: it describes how the team organizes its own follow-up.
“We wanted pending items not to depend on one person’s memory.”
The result
In this scenario, the team would start the day by reviewing upcoming reminders on the same dashboard where it sees appointments.
Pending follow-ups would be visible to the whole team, regardless of who took the note.
Your clinic can work like this
In a demo we review how you work and walk you through Chivo at your pace.