Thanks Adam. I'll research it a bit more this week.
What I would like to do is not lose patients while they are going through pre-op work-up. So a patient will need a 6 month pre-op weight loss program, a nutrition eval, a psych eval, an UGI or EGD, etc.
I'm wondering if each month I could pull up all patients who are going through the pre-op and which steps they have yet to complete. I think I can do this so we'll see.
Also, I do a large amount of endoscopy and I'm currently having a reminder pop up in my MA's inbox when the patient is due for their 2,5, or 10 year repeat colonoscopy or 1,2,3 year f/u EGD for Barrett's. This seems to work although it fills my MA's box.
