WebApr 10, 2024 · Open the Microsoft Flow portal. Click on My Flows. Click on Create From Blank. Since Excel has actions and not triggers, we’re going to work around that by using the trigger type Recurrence and then setting it to check our Excel file every 1 hour. Add a new step into your flow and now choose Excel and the action Get Rows. WebFeb 25, 2024 · Service Appointments: the central piece of the field service puzzle. Service Appointment records bring together standard Salesforce Service capabilities, plus territory and scheduling (described below). ... Assign it to a flow trigger or URL button and you should be G2G. Derek Hoffritz. November 8, 2024 at 3:35 am. Reply. One more solid ...
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Web9. Appointment confirmations. Send appointment confirmations via email or text message, ensuring patients arrive on time and reducing the risk of no-shows. 10. Monitor patient flow. Use dental software to track patient flow and identify areas that may require improvement, allowing you to adjust your processes accordingly. Summary WebFeb 15, 2024 · So booked an appointment triggers the flow → person enters and filter is cancelled or changed appointment. Changed appointment could be a separate flow again that is similar. Then whenever someone had the appointment send another event and trigger another flow around that. That's how I'd probably do it. Hope it helps. Regards, … five star nursing home compare