Add new clinic bookings to your contact list
Add new clinic bookings to your contact list
Your booked appointments aren't added to contacts, causing missed pre-visit outreach and billing delays. Capture and tag patients as leads for immediate outreach and intake completion same day.
Overview
When bookings don't flow into your contact list, front-desk and billing workflows stall and outreach is reactive. This flow captures each booked patient as a contact and marks them as a lead, giving clinic staff the context they need for same‑day intake and outreach.