Automated Task Creation for Appointment Follow-Ups:  

When an appointment is completed in Acuity Scheduling, AgencyBloc automatically generates follow-up tasks (e.g., sending post-appointment materials or scheduling the next check-in). These tasks are assigned to the appropriate healthcare provider or administrative staff, with due dates and reminders. Ensures no follow-up actions are missed, improving patient care continuity and enhancing satisfaction.

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Client Onboarding and Scheduling Coordination:  

When a new client schedules their first appointment in Acuity Scheduling, AgencyBloc automatically initiates the onboarding process. Relevant tasks such as sending welcome emails, gathering necessary documentation, and scheduling initial consultations are created and assigned to the team. Streamlines the onboarding process and ensures a seamless experience for new clients.

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Internal Alerts for Appointment Changes or Cancellations:  

If a client cancels or reschedules an appointment in Acuity Scheduling, AgencyBloc triggers an internal notification to the relevant team members. This automation creates a task to evaluate the impact and follow up with the client if necessary. Enhances operational efficiency by ensuring timely communication and adjustments to care plans.