Help business owners tag patients for program onboarding

Business owners see invoices leave patient contacts untagged, causing onboarding delays. Tags are added on paid invoices so marketing coordinators start program nurture without manual work.

Overview

Un-tagged paid patients stall onboarding and weaken program nurture, risking engagement. This workflow tags contacts on payment so marketing coordinators trigger program nurture without manual steps, and teams report fewer missed follow-ups.

Notable Features

Tag contacts by product purchased
Start program nurture chains
Notify marketing coordinators immediately