As your patient panel grows, establishing a consistent workflow in Twine will help you serve all of your patients just-in-time. This article includes a sample workflow we've seen work for Twine coaches. Following the workflow allows you to be responsive to your patients and capture new patients during their critical first two weeks in Twine.
Take a look at this document and consider if it will work for your panel management. Depending on your patient population, organization, or practice style, modifications may be needed for best success.