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Create booking records and contact entries for intake

Create booking records and contact entries for intake

Your appointment requests lack structured intake, leaving coordinators without contact context or pre-visit notes. Capture bookings and contact records so your intake team can triage patients same day.

Create booking records and contact entries for intake

Overview

When bookings arrive without intake records, coordinators waste time chasing attendees and patients miss prep instructions. This flow captures every appointment and creates a contact record so intake can triage and prepare patients same day.

Create booking records and contact entries for intake