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Create new patient inquiry item into intake board

Create new patient inquiry item into intake board

Your web form patient inquiries arrive in an unmanaged inbox and lack booking context, causing delayed follow-up. The flow logs each inquiry as an intake item so staff can assign follow-up same day.

Create new patient inquiry item into intake board

Overview

Web form leads often sit unread in an inbox, causing missed booking opportunities; this flow captures every patient inquiry as a tracked intake item with booking context so staff can act immediately. That lets reception assign and follow up same day, reducing lost appointments and improving booking velocity.

Create new patient inquiry item into intake board