Add scheduled consults to patient nurture and tracking sheets

Your consult bookings miss marketing tags and tracking, leaving coordinators without lead context. Add contacts to your email audience and lead sheets so coordinators have full context same day.

Overview

Bookings that arrive without tags slow down outreach and leave coordinators guessing. This flow captures each consult booking, enriches the record, and delivers a scheduler summary plus updated lead rows so coordinators can act same day. It reduces manual entry and ensures every new patient contact is ready for timely nurture and prep.