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Create appointment records and route bookings to trackers

Create appointment records and route bookings to trackers

Your calendar bookings often lack structured contact and service details, leaving clinicians unprepared. It captures booking details and routes them to your tracker so clinicians get context same day.

Create appointment records and route bookings to trackers

Overview

When bookings arrive as bare calendar events, admins and clinicians lack the context needed to prepare and patients risk delayed follow-up. This flow extracts contact and service details, logs the appointment into your tracker, and fires intake steps so clinicians are ready the same day.

Create appointment records and route bookings to trackers