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Add new patient to contact lists and alerts

Your intake webhook delivers patient signups without tags or CRM records, forcing manual work and slowing outreach. Capture and tag contacts into lists so coordinators start outreach same day.

Add new patient to contact lists and alerts

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Overview

Intake webhooks that land unprocessed mean manual tagging, missed lists, and delayed outreach; this flow captures contacts, tags them by therapy, and subscribes them to the right campaign. Program coordinators get a Slack alert and campaign subscriptions are applied so outreach can start the same day.

Add new patient to contact lists and alerts