Add new patient form leads to centralized tracking sheet
Add new patient form leads to centralized tracking sheet
Your intake form submissions pile up, leaving schedulers without contact details or appointment context. Capture each submission into one tracker and alert schedulers so follow-up happens same day.
Overview
When new cosmetic consult requests arrive, your front-desk needs contact details and context to book patients quickly. This flow records each submission into a single tracker and texts schedulers, enabling same-day outreach and faster bookings.