Skip to content
Log inSign up
Templates
Create clinic lead items from intake form submissions

Create clinic lead items from intake form submissions

Your clinic intake forms often arrive untriaged, leaving patient enquiries sitting in inboxes and delaying follow-up. It converts submissions into lead items so coordinators start outreach same day.

Create clinic lead items from intake form submissions

Overview

When intake forms sit untriaged, follow-up slips and bookings are lost; this flow turns each submission into a tracked lead item and routes it to the right clinic owner. That means practice coordinators get clear, assigned work and can start outreach the same day.

Create clinic lead items from intake form submissions