Create follow-up call task for leads moved to consult stage

Your consult-stage leads lack scheduled outreach, leaving reception scrambling before consults. Reception gets scheduled follow-ups assigned within 36 hours.

Overview

When a lead is moved into the consult stage, reception can miss timely outreach and prep — costing consult readiness. This flow creates a follow-up call task for your patient coordinator and schedules it within 36 hours, ensuring prompt contact before consultations.