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FOR THE PEOPLE BEHIND THE PATIENT JOURNEY

Different responsibilities.
A clear place to start.

Practice leaders, patient coordinators, and liaisons approach the day with different questions. Give each a focused workspace, with the patient journey connected across teams.

Find your workflow
Illustrative practice colleagues reviewing a schedule together in an eye-care office
Designed around the conversations that keep a practice moving.
START WITH YOUR ROLE

Make it relevant to your day.

PRACTICE LEADERS

Understand how patients move through your practice.

Start with the practice overview, then open the relevant workspace to review the team’s plan. See who owns upcoming work and where inquiries need attention, with referral and marketing acquisition reported separately.

What is on my team’s plan, and how is the practice progressing?
Try this workflow
  1. 01

    Start with the practice overview

    Review Marketing operations alongside separate referral and direct-patient reporting.

    Open in the demo
  2. 02

    Review the liaison team’s plan

    Open Team work to see assignments, upcoming commitments, and overdue outreach.

    Open in the demo
  3. 03

    Check patient coordination

    Review the Patient Intake team’s day and find the person responsible for the next step.

    Open in the demo
THE HANDOFF IS PART OF THE WORK

Leave the next person
with the context they need.

A useful record makes the next action understandable. Explore how Ovrflo organizes the details around each patient inquiry and referring office.

PATIENT INQUIRY · FICTIONAL EXAMPLE

Emma W.

Evaluation booked
Source
Provider referral
Owner
Jordan Lee
Next step
Confirm evaluation details

Useful questions for your team

  • Who owns the next action?
  • What has already happened?
  • Which office or inquiry source is connected?
  • When does the next follow-up need to happen?
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EVALUATE IT TOGETHER

Bring your real workflow
to the conversation.

Try the same sample scenario with a colleague, then compare what each role needs. Demo edits stay in each person’s browser; they are not shared.

Before a walkthrough, consider:

  • Where new inquiries and bookings come from today
  • How you assign and track patient follow-up
  • What referring offices need from your team
  • Which systems and reporting requirements matter
YOUR NEXT STEP

Start with the work you know best.

Open the demo at the workflow closest to your role, or talk with us about the way your practice operates.

Try the demo