Create a triage intake card from new funnel lead
Create a triage intake card from new funnel lead
Your implant funnel leads arrive untriaged and delay patient outreach and booking. It creates a triage card, notifies the clinic, and tallies daily leads so coordinators can respond same day.
Overview
Untriaged funnel inquiries create booking delays and manual chaos for clinic coordinators. This flow converts every new funnel lead into a clinic-ready intake card, notifies staff, and updates daily counts so your team can act same day and protect your booking pipeline.