Automating the most time-consuming step in the patient journey

As Nema’s patient volume grew, so did the operational complexity of managing a patient’s next steps after each care milestone.

When a patient finished the “intensive care” phase of treatment, the care‑team needed 30‑45 minutes to transition that patient into the next phase—review forms, send reminder emails, and update the EHR & CRM so nothing fell through the cracks. Dozens of those hand‑offs happened every week.

Three months after building workflow automations in Morf, the same hand‑off takes less than 5 minutes and patient engagement in the “recovery” phase is up 75%.

The Challenge

Every growing practice has a moment where the care plan changes gears. During these junctures, two things are always true:

1. Patients still need guidance. If reminders and resources don’t arrive on time, adherence drops, outcomes may decline, and churn creeps up.
2. Staff time is scarce. Manually tracking patient status, reviewing forms, and sending follow-up emails doesn’t scale.

For Nema, the admin grind added up to ≈ 5 hours a week and delayed critical outreach when patients were most likely to drift away.

The Morf Solution

In a just a few days Nema implemented workflows in Morf to create an automated “discharge” playbook:

• Auto‑detect phase completion – Morf listens to the EHR for a specific signed visit note.
• Route the patient — automatically tag the appropriate care group based on treatment completion, with personalized branching logic for special use cases, like insurance coverage or self-pay
• Send sequenced nudges — Kick off a patient-portal conversation to boost engagement and follow up with timed resource emails and assessments at key milestones
• Sync the systems — Updates CRM records to keep patient data aligned across the EHR and CRM for downstream automations

No more duplicate entries, or “Did we email her yet?” Slack threads.

Results After 3 Months

• Admin time: 5 hrs/week → 45 min/week (‑84 %)
• On‑time follow‑ups: 62 % → 96 %
• Patient‑portal engagement: +75 % opens & replies

Staff reclaimed nearly half a work‑day every week—and used it for proactive patient care rather than admin.

Why This Applies Beyond Nema

Whether your clinic calls it discharge, post‑op, maintenance, or ongoing care, you still face the same hand‑off risks: missed reminders, stale data, and disengaged patients. Morf:

• Connects natively to the major EHRs you already use.
• Handles branching logic—insurance quirks, comorbidities, age—without a line of code.
• Keeps outreach in your own voice, so automation never feels robotic.

“Morf unleashed our care team’s capacity—what took 5 hours a week now takes less than 45 minutes, and our patients never miss a critical check-in.” — Chipper Stotz, Head of Product

For fast-growing practices like Nema, automating patient transitions with Morf doesn’t just lower operating costs—it keeps patients supported and engaged at a critical hand-off in their care.