Workflow Operations

Make Recall and Outreach Work Visible.

Fanoni EHR includes an outreach hub and automation settings for recall workflows. Growth CRM is a separate Fanoni Lab product.

Built workflows

Coordinate Outreach from the EHR

Outreach Hub
Review recall and outreach work from one operational surface.
Recall Triggers
Configure the trigger settings available for the tenant.
Patient Context
Keep outreach work connected to the appropriate patient record.
Scheduling Handoff
Coordinate follow-up work with the scheduling workflow.
Communication Work
Use the configured communication channels and templates for the organization.
Growth Product Boundary
Link to Growth CRM when entitled without presenting that separate product as a native EHR surface.

How it works

01
Review the Worklist
Open the outreach hub and inspect the patients and triggers in scope.
02
Use an Approved Channel
Apply the organization’s configured template, consent, and communication rules.
03
Record the Next Step
Keep the scheduling or follow-up handoff connected to the patient workflow.

“Outreach channels, consent rules, and automation settings are configured for each organization.”

Workflow boundary

The business of care, connected