One visit, two roles
Either the front desk or the provider can start a visit. The other fills in their half, and the card flags anything still missing.
For medical clinics
Front desk logs who came in and what they bought. The provider logs what was recommended and — when the patient declined — why. Both write to the same visit, and the app writes the EOD summary for you.
Either the front desk or the provider can start a visit. The other fills in their half, and the card flags anything still missing.
Every recommended service the patient didn't buy lands in a follow-up queue with the decline reason attached.
Copy the generated summary straight into Google Chat — totals, purchases, and non-purchases in one message.