Workflow Automation

Workflow Automation

by pixy
MedSoftPro’s workflow automation makes your business hours more productive by finishing routine tasks for you.

Email Templates

Define and brand your unique set of email templates and automatically have these associated with the relevant step in the case process. Any number of email templates can be set-up and are just a click away.

Return to Sender

Define the rules on how long to wait for a response at each stage in case process. Don’t lose a lead because of a slow link in the process, automatically re-route the case when there has been no response for the set duration.

Custom Forms & Templates

Define the form templates you need for each step in the process and have these available when and where you need. The layout and contents for each form created can be configured and branded to fit your requirements.