See what happens next
Look at the follow-up handoff after a visit and identify where the conversation may have stopped.
A visit is only one part of the relationship. Before spending more to find new patients, take a closer look at what happens after someone leaves your clinic.
A short introduction to a more thoughtful patient follow-up.
The idea is simple: make the transition from a completed visit to an appropriate next conversation visible, with people in control of what gets sent.
Look at the follow-up handoff after a visit and identify where the conversation may have stopped.
Your team reviews whether outreach is appropriate before any invitation goes out.
Use a neutral invitation to talk with the clinic—relevant, respectful, and centered on a real conversation.
Illustrative workflow only. No patient information is shown in the video.
Start a conversation about your process and where a better handoff could help.