Add new pipeline leads to intake spreadsheet and alert team
Add new pipeline leads to intake spreadsheet and alert team
Your new patient pipeline entries aren’t consistently captured, leaving intake staff without contact context. Log leads to a central sheet and alert coordinators for same-day outreach.
Overview
Untracked pipeline entries create chaos at intake and slow scheduling, costing booking opportunities. This flow captures every contact moved into the intake stage, logs it to a shared sheet, and pings coordinators so outreach happens within minutes and records are ready for same-day bookings.