Workflow on enter
crm.set_custom_properties, optional send.email/WhatsApp feedback template, crm.create_task for HIS notes.
The visit happened — no-shows do not live here
Consult done means the visit happened; no-shows never sit here, and show-rate is counted from calendars plus this column. Dragging missed chairs here to “clear the board” destroys the metric. Report-ready pings are a playbook, not a sixth stage. Treatment plan is next only after a human shared a plan.
- Attendance, not a send
- No-show stays booked
- Report-ready is a playbook
A clean board is not a full clinic
Night desks move yesterday’s no-shows to Consult done so morning looks empty. Show-rate then lies. This column is attendance. Workflows on enter may start a short feedback or prep-complete drip, crm.set_custom_properties visit_happened=true, crm.create_task if the clinician must write notes in HIS — CoPulse is not that HIS. Lab report-ready stays a playbook you run after this column (or in parallel) without adding Report ready to the board.
How a card earns this column
They were Appointment booked with a calendar event. They showed. Then this column. Plan and recall come after.
- From booked Calendar event due. Reminder hops already ran.
- Attendance Desk, clinician, or a workflow you only trust after a real check-in.
- Optional drip Feedback or “next steps incoming.” agent.run only if they reply with logistics questions.
- Fork Share a plan → Treatment plan. Package recall later → Recurring patient. Lab ping → report-ready playbook.
How it runs in CoPulse
Prefer a human or check-in to crm.update_stage here. If you automate, do not bind it to STT yes on the reminder call. agent.run a post-visit FAQ agent only for hours/parking/package names — not clinical advice.
Calendars
The meeting should now be completed or kept as historical slot truth. Do not delete it to hide a no-show.
Report-ready playbook
Ping when LIS says so. Still not a stage. Link from labs ICP.
Inbox
“What did the doctor mean?” is handoff, not the qualifier.
Operator setup
Teach the desk that this column is sacred for show-rate. Insights will be junk otherwise.
Setup → Customers → Pipeline (keep the five default labels unless you truly rename) → Appointments/calendars → Setup → Channels → Library templates → Agents → Studio / Router → Agents → Workflows (trigger: stage changed; actions: agent.run, route.agent, crm.set_custom_properties, crm.update_stage, crm.create_task, send.whatsapp / send.email) → Growth campaigns with wallet preview.
Thursday list: 40 booked, 31 consult done
Forty calendar events. Nine no-shows stay Appointment booked and enter recovery. Thirty-one cards move Consult done. A workflow sends a two-question feedback template. Two people ask what a lab value means; inbox, not the bot. Three need a written plan today → Treatment plan. Labs among them may get report-ready pings Friday without a new column. That is how measuring show-rate will read when the guide ships.
Diagnostics centres often sit here after the draw, then ping reports, then Recurring patient for annual panels. Still five columns.
This page is the Consult done story on the default healthcare board — not a playbook clone and not a loan-style extra stage. The Patient Inquiry Qualifier still collects reason, service_need, location, and preferred_times. Knowledge bases hold Departments, Doctors, Beds, and Services. Appointments and calendars are slot truth; the Appointment booked column is a CRM stage that should match a calendar fact, not a campaign send. Inbox plus human handoff carries clinical questions. Pricing is wallet-only. Autonomous success is sends, reads, or contacted — not appointment booked. Emergencies: tell them to call emergency services immediately. If you need a no-show count, filter Appointment booked with a missed calendar flag or a custom property — do not add a stage. Workflows live under Agents → Workflows with a stage-changed trigger. Typical actions: send.whatsapp or send.email with a Library template, agent.run (hand the contact to a Studio agent), route.agent (agent router by stage/channel/rules), crm.set_custom_properties, crm.update_stage, crm.create_task. Skills and knowledge stay on the agent, not on the workflow node. Preview the Organization wallet before a template blast. Do not add No-show or Report ready as board columns — those are playbooks. Do not invent HIS/EMR replacement.
Consult done vs lookalikes
Attendance vs recovery vs documents.
| Stage | Automation | Human | Channel hops | Exit criteria |
|---|---|---|---|---|
| Consult done | Feedback drip optional | Mark attended | In clinic / draw | Plan or recurring |
| Appointment booked + no-show | Recovery playbook | Offer later slot | WhatsApp + voice | New calendar time |
| Report-ready playbook | Email/WhatsApp ping | LIS ready | Email + WhatsApp | Same or next column |
| Treatment plan (next) | Follow-up drip | Plan content | Inbox | Accepted plan |
| STT “yes” on reminder | Not this column | Ignore as attendance | Phone | Stay booked |
Jobs around attendance
Recovery and report pings are playbooks that orbit this column.
Frequently asked questions
Attendance, show-rate, no-shows, reports.
Can a no-show sit in Consult done?
No. Keep them on Appointment booked and run the recovery playbook.
How should we compute show-rate?
Calendar events due versus cards that reached this column (and were not marked missed). Reminder delivered is not the denominator’s friend.
Report ready stage?
No. Playbook. LIS remains yours.
Workflow on enter?
Feedback template, crm.set_custom_properties, optional crm.create_task. Not a diagnostic agent.run.
SMS after the visit?
Coming soon. WhatsApp/email today.
Product?
Pipeline & CRM plus workflows.
Related
Parent hub, sibling stages, CRM product, and jobs that move this column.
Healthcare hub
Qualifier, catalogs, calendars, ICPs, and jobs.
Back to hub →Appointment booked
Where no-shows remain.
Open →Treatment plan
After a human shared the plan.
Open →Pipeline & CRM
Activity feed should show the stage change when they actually attended.
Product CRM →Wallet-only pricing
Post-visit templates debit the Organization wallet.
See pricing →Protect show-rate
Mark Consult done only when they came. Recover no-shows as a playbook.
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