Help IT deliver clinical booking links from intake forms

Support agents miss prescreening bookings when intake forms don't send scheduling instructions. IT can send booking links after intake so clients schedule prescreening promptly.

Overview

Missed booking emails slow clinical intake and frustrate patients. This IT-built workflow guarantees every intake submission delivers a booking link and clear instructions so support agents start prescreening promptly and no client falls through the cracks.

Notable Features

Send booking links after intake
Personalize email instructions per client
Update intake record with status