Scheduled follow-up with known records
For scheduled follow-up, have the clinical lead list the prior findings and monitoring results that must reach the doctor before each appointment type can proceed. Identify how prior notes and relevant results arrive, who checks that they belong to the correct person and what happens when material is missing. The service should allow a doctor to request a different format without a sales team overriding the decision. Measure unfinished tasks as well as completed visits. A short appointment is not a success if a result remains unread afterward.