Let's take a look at how easy it is to Create a simple New Sequence.
Log into the Provider Dashboard > Select 'Sequences' from the Dashboard Menu.
Next, Click the button at the top right labeled " + Create New Sequence ".
A. Edit the Title to Add a Sequence Name.
B. Edit and the Step Name > Pick a Delay > Set the Time.
C. Repeat and +Add More Steps if needed.
D. Select a Step then + Add Action (Select one from the list - Email, Notification, SMS, Phase) and Save it.
Once you're ready you can then dive into the more Advanced Sequence Features of setting up:
- Creating Sequence Steps
- Understanding Sequence Delays
- Creating Sequence Actions
- Enrolling Patients into a Sequence
If there are any questions about Creating a New Sequence contact us at Support@Coachcare.com.