Teams ·Front Office· Journeys
FO
Journeys
End-to-end multi-step processes for individual cases or relationships. Ohtari runs each stage automatically.
Front Office journeys — where each patient sits in this team's care stages.
Only stages owned by Front Office are shown. Other teams track the same patient through their own stage set — switch teams from the sidebar to view theirs.
4 active
3 on track
1 need attention
0 at risk
5-stage pipeline
Outreach call queued
1
(Dr. Marquez)
Referrer outreach — cadence drop
Voice call by liaison
Awaiting patient time confirmation
1
Nguyen, T.
Pre-op scheduling
Voicemail follow-up at +24h
Letter sent — Dr. Chen
1
Patel, R.
Post-op referrer comms
30-day outcome call
30-day outcome call complete
1
Choi, J.
Post-op referrer comms
Closed