Add intake form responses to patient lead list
Add intake form responses to patient lead list
Your intake form submissions for patient financing often arrive untriaged, delaying counseling and bookings. This routes submissions to your lead list and notifies billing so outreach starts quickly.
Overview
Intake form submissions are revenue opportunities that stall when they go untriaged; missed outreach means lost consults. This flow pushes each submission into your lead list and alerts billing so outreach begins within minutes and consults can be scheduled sooner.