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For clinic managers: send welcome emails with access guides

For clinic managers: send welcome emails with access guides

Clinic intake coordinators see families confused when forms omit file links and install steps. Automated welcome emails send storage links and install guides so families can access files.

For clinic managers: send welcome emails with access guides

Overview

Intake friction frustrates families and creates extra support work for clinic leaders. Delivering storage links and install guides by email on form submission eliminates onboarding confusion and lets intake staff focus on patient care rather than access issues.

Notable Features

  • Send personalized welcome emails
  • Attach storage link and guides
  • Notify intake staff of submissions

For clinic managers: send welcome emails with access guides