Add new patient leads to tracking sheet and notify team
Add new patient leads to tracking sheet and notify team
Your new patient opportunities from the pipeline go untracked, delaying outreach and wasting appointment slots. Capture leads to a shared sheet and alert clinic staff, enabling same-day scheduling.
Overview
Leads trapped in your pipeline cost appointment slots and staff time; this flow captures every new patient opportunity into a shared lead sheet and pushes an immediate alert to clinic staff. That visibility gets front-desk coordinators acting within minutes so more appointments are scheduled same day.