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Create project items from incoming web contact forms

Create project items from incoming web contact forms

Your patient contact forms arrive in an unmanaged inbox, causing inconsistent intake and appointment delays. Create standardized intake items so reception can assign follow-up same day.

Create project items from incoming web contact forms

Overview

Inbox-based patient enquiries create rework and missed appointments; frontline staff waste time copying details into your project board. This flow turns each form into a consistent board item within minutes so reception and practice managers can assign and act same day.

Create project items from incoming web contact forms