Healthcare reception notify staff on new patient leads within minutes

Receptionists miss social leads, leaving appointment requests unanswered. Alerting reception and clinicians with contact details ensures calls start quickly and appointments are booked.

Healthcare reception notify staff on new patient leads within minutes

Overview

Receptionists lose patients when social leads go unanswered, creating intake delays and risking care continuity. This workflow routes every social lead to reception and clinicians and creates a contact record so calls start quickly and appointments are booked. Clinics report fewer missed follow-ups and shorter scheduling cycles.

Notable Features

  • Send alerts to reception and clinicians
  • Create patient contact record in CRM
  • Prioritize urgent leads for callbacks

Healthcare reception notify staff on new patient leads within minutes