Choose one workflow
Start with a defined patient group and the information your team needs between visits. Avoid adding collection without a clear purpose.
For clinics
See the space
between visits.
Explore how patient tasks and check-ins can fit into your team’s existing follow-up process, with clear ownership of the next step.
Decide who reviews
Agree on the staff owner, review schedule and escalation route before asking patients to share information.
Set patient expectations
Explain what the program includes, what it does not monitor and how patients should contact the clinic for care.
Keep the next
conversation useful.
Explore the related guidance, then ask about the specific requirements for your clinic or program.
Start with your care team