Automated Task Creation for Client Follow-Ups:  

When an appointment is completed in Cliniko, Asana automatically creates follow-up tasks (e.g., sending feedback forms or scheduling the next appointment). These tasks are assigned to the relevant team member with due dates and reminders. This ensures follow-up actions are not overlooked, enhancing patient care and satisfaction.

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Project Management for Treatment Plans:  

When a new treatment plan is initiated in Cliniko, associated tasks and deadlines are automatically added to Asana. This allows the healthcare team to collaborate on treatment execution, track progress, and meet deadlines. This automation streamlines treatment management, ensuring thorough and timely care delivery.

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Internal Notifications and Workflow Tracking:  

If a patient form is incomplete or an appointment is canceled in Cliniko, Asana generates a task to notify the responsible team members to take corrective action. Asana monitors task completion to ensure that unresolved items are quickly addressed, improving team coordination and operational efficiency.