Congrats!

You’ve completed the Patient CRM Adherence Flightpath! You now know Adherence is structured, how check-ins follow from enrollment to completion, and how to manage schedules and check-in activity history.

Learn more about Patient CRM

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge - Update a Patient's Check-In Follow-Up Date & Cadence

Update the Next Check-In and Cadence for the active patient card in the following order:

  • Next Check-In - Thursday, 02/24/25

  • Cadence - Every 5 weeks

  1. Select the edit icon corresponding to Next Check-In.

  2. Select 24.

  3. Select Save.

  4. Select the edit icon corresponding to Cadence.

  5. Select the up arrow.

  6. Select Save.