Clinic intake: capture surgery evaluation leads for scheduling

Intake coordinators miss evaluation submissions in form inboxes, delaying triage. It captures submissions into intake and notifies schedulers to prioritize follow-up.

Overview

Missed evaluation forms create intake delays and let prospective surgery patients slip away. This workflow captures every submission into your intake queue and alerts schedulers so follow-up is prioritized. Clinics report faster handoffs and fewer missed follow-ups.

Notable Features

Create contact records from submissions
Flag urgent patients for triage
Alert schedulers via SMS or email