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Create booking card and update patient lead sheet

Create booking card and update patient lead sheet

Your booking form submissions lack structured triage, leaving coordinators without patient context. It logs bookings to your leads sheet and creates a triage card so coordinators act same day.

Create booking card and update patient lead sheet

Overview

When booking forms arrive untriaged, coordinators spend time piecing together patient context and slots get delayed. This solution turns each submission into a triage card and records it in your leads sheet, enabling coordinators to act the same day and keep intake moving.

Create booking card and update patient lead sheet