Add new discovery call bookings to client records
Add new discovery call bookings to client records
Your discovery-call bookings often lack intake details, leaving practitioners underprepared. Create client records and deliver questionnaires so patients arrive prepared before the visit.
Overview
When discovery bookings arrive without intake details, clinicians spend appointment time tracking missing context instead of treating patients. This flow captures each booking as a client record and delivers the intake questionnaire within minutes so practitioners see full context before the visit.