Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Draft role-specific offer letters for approved care team hires.
Your weekly offer letters are ready for review, with draft links on the hiring sheet and missing details called out for follow-up.
List failed patient texts with delivery reasons for care staff.
Get a morning list of texts that failed or expired, with the phone numbers and reported reasons your team needs for follow-up.
Book patient appointments and confirm schedule changes by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Send patients corrected video visit invitations after booking changes.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
Show supply invoice differences against approved purchase orders.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
Link repeat supply quotes to the original purchase requests.
Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.
Prepare offer letters with approved terms for clinical hires.
Your job offer letters are ready to review with your current template and agreed terms. Recruiters get links to their unsent drafts.
Update pending care team offer letters for recruiter review.
Get refreshed job offer letter drafts with approved terms intact, plus review links and any blockers in your recruiter's inbox.
Remove flagged, unapproved staff from care team channels.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
Prepare offer drafts for clinical hires using approved terms.
Get an editable offer letter from your sample, with candidate details checked and a review link sent to your recruiter.
Send approved offer PDFs to healthcare candidates after address checks.
Your approved offer terms become PDF letters for candidates, with an address check before sending and a copy for your hiring team.
Offer canceled patient visits to eligible waitlisted patients in request order.
Open appointment times reach clients waiting for that service, in request order. You get a confirmed booking when a client accepts and the time remains open.