Moving a Patient
When a patient's situation changes — they've booked an appointment, agreed to follow up, or you've been unable to reach them — move them to the appropriate stage.
Steps
- Navigate to Pipelines and open the relevant pipeline.
- Find the patient in their current stage column.
- Click the three-dot menu (⋯) on the patient card.
- Click Move to, then select the target stage.
- If moving to the Waiting For stage, a dialog will ask you to set a reminder date.
What happens when you move a patient
When a patient moves to a new stage, the system automatically:
- Completes all existing open tasks for that patient — they move to Completed status and no longer appear in the Open task list.
- Triggers workflow automation for the new stage — this may create a new task or send an automated message.
- Moves the patient to the new stage column immediately.
Warning: Moving a patient to a new stage will automatically complete all of their open tasks. If those tasks still need action in the new stage, a new task will be created automatically by the workflow.
Tip: If you're moving a patient to Pending Calls, a new follow-up task will be created for them automatically. You don't need to create one manually.