Clinic owners alert intake when campaign leads arrive
Clinic owners alert intake when campaign leads arrive
Clinic owners and intake coordinators miss consults when campaign leads sit unread. Instant notifications plus a sheet entry route leads to intake so consultations are scheduled promptly.
Overview
Clinic owners lose consultations when campaign leads go unread and bookings slip. This workflow gets every new campaign lead to intake staff and a tracking sheet so consults are scheduled and manual entry is eliminated. Expect faster response times and fewer missed follow-ups.
Notable Features
- Send intake notifications instantly
- Add lead rows to tracking sheet
- Assign leads to intake coordinators