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Create guest records from qualified leads for booking

Create guest records from qualified leads for booking

Your qualified leads arrive without patient records, leaving schedulers unable to book or prepare clinical intake. Create guest entries for schedulers and ops so bookings occur same day.

Create guest records from qualified leads for booking

Overview

Leads that hit your qualified stage should become schedulable patients immediately, not tasks for manual entry. This flow delivers complete guest records to schedulers within minutes, removing booking friction and getting patients scheduled same day.

Create guest records from qualified leads for booking