Clinic owners: notify leadership of new patient leads immediately
Clinic owners: notify leadership of new patient leads immediately
Clinic owners monitoring intake forms miss new patient inquiries buried in admin emails, causing missed appointments and lost revenue. It notifies leadership so follow-up starts within minutes and care is coordinated.
Overview
Clinic intake slips through the cracks when new patient inquiries sit mixed with admin messages. This workflow delivers submissions straight to leadership and front desk, turning intake into coordinated follow-up so response starts within minutes and missed appointments are minimized.
Notable Features
- Notify leadership and front desk
- Create centralized lead records
- Flag urgent inquiries for follow-up