Add intake form submissions to patient CRM for follow-up
Add intake form submissions to patient CRM for follow-up
Your intake form submissions sit unprocessed, delaying eligibility checks and consult scheduling. Capture and route leads to intake coordinators so follow-ups start within minutes.
Overview
When intake forms pile into an inbox, eligibility checks and consult scheduling stall and revenue cycles slow. This flow captures each submission as a CRM lead and notifies intake coordinators so outreach begins within minutes and consults are scheduled faster.