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.
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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.