Add new form leads to central patient sheet
Add new form leads to central patient sheet
Your patient lead form submissions land in inboxes and scattered sheets, delaying intake and appointment scheduling. Centralize each submission so intake coordinators can start outreach the same day.
Overview
Leads captured from forms often scatter across inboxes and spreadsheets, slowing intake and losing booking windows. This workflow centralizes each submission into a single leads sheet and notifies intake coordinators, enabling same-day outreach and faster appointment conversion.