Move beyond basic tracking and take control of the full patient lifecycle. In this session, You’ll gain a comprehensive understanding of Active Patient Journey Records and learn how to configure them to support both Pediatric and Adult populations with tailored workflows.
We’ll build a strong technical foundation—covering how to add and customize journey stages within Custom Tables, configure Touchpoints, and manage security rights to ensure appropriate access across your organization. From there, we’ll focus on strategy: designing journey stages that drive engagement, improve retention, and create seamless transitions from evaluation to discharge and beyond.
You’ll also explore key Connect Center reports—including Patient Journeys, Reactivation, and Survey Reports—and learn how to leverage Report Scheduler to automate insights and support proactive decision-making. By the end of this session, You’ll be equipped to implement data-driven, automated workflows that enhance operational efficiency and strengthen long-term patient relationships.