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Create new patient lead row and alert team

Create new patient lead row and alert team

Your incoming patient opportunities aren't consolidated, so front-desk coordinators miss contact context and preparation. Staff are alerted and a lead row is created so intake happens same day.

Create new patient lead row and alert team

Overview

When a new patient opportunity enters your intake stage, staff need contact details and context without manual entry. This flow logs the lead to a shared sheet and notifies coordinators so outreach and intake prep happen within minutes.

Create new patient lead row and alert team