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Clinic front desk capture social patient leads and notify staff

Clinic front desk capture social patient leads and notify staff

Clinic front desk miss social lead forms, causing new-patient inquiries to go cold. Instant alerts send each inquiry to intake so follow-up happens quickly and appointments get booked.

Clinic front desk capture social patient leads and notify staff

Overview

Clinic front desks lose potential patients when social inquiries sit unread and appointments slip. This workflow pushes every social lead straight to intake, creates a contact record, and notifies staff so follow-up happens quickly and missed follow-ups are eliminated. The result is faster first touch and stronger conversion from inquiry to booked appointment.

Notable Features

  • Send instant intake alerts to staff
  • Create patient contact record in CRM
  • Route follow-ups to front-desk inbox

Clinic front desk capture social patient leads and notify staff