Automated Task Creation for Patient Follow-Ups:

When a patient completes an appointment in Charm Health, Asana automatically generates follow-up tasks (e.g., scheduling follow-ups, sending post-visit instructions, or patient surveys) and assigns them to the appropriate team member. Ensures timely follow-ups and reduces the chance of missed tasks. Keeps the care team aligned with clear, trackable assignments. Improves patient engagement by ensuring consistent communication.

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Pre-Appointment Task Management and Preparation:

When a new appointment is scheduled in Charm Health, Asana automatically creates preparation tasks (e.g., lab work requests, gathering patient records, or assigning pre-visit forms) and assigns them to the relevant staff. Streamlines pre-visit preparation, ensuring staff is ready for appointments. Reduces scheduling delays with automated workflows. Enhances care quality by ensuring all necessary preparations are complete.

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Tracking Compliance and Administrative Tasks:

Charm Health can trigger the creation of recurring compliance tasks in Asana, such as maintaining HIPAA documentation, staff training, or internal audits. These tasks can be scheduled and tracked to ensure nothing falls through the cracks. Improves compliance with automated reminders and recurring tasks. Reduces the administrative burden by organizing tasks in one place. Keeps healthcare operations running smoothly with proactive task management.