Add new patient bookings to lead list and sheet

When bookings don't reach a central record, your practice manager can't track patients and follow-ups are missed. Capture booking contact into a lead list and sheet so outreach starts the same day.

Overview

If booking details never enter a single lead list, outreach slips and intake conversions suffer. This flow captures new booking contacts into your lead system and central sheet so your team can start outreach within minutes and secure intake calls the same day.