Create lead row and add prospect to nurture

Your screening form submissions go unprocessed, delaying patient outreach and appointment booking. Enable intake coordinators to create tracking rows and tag contacts for same-day follow-up.

Create lead row and add prospect to nurture

Overview

Unprocessed screening leads slow appointment flow and frustrate intake coordinators. This flow captures each form submission into your tracking sheet and marketing list so coordinators can begin outreach the same day and keep pipelines warm.

Create lead row and add prospect to nurture