Keep business owners informed on virtual consultation intake

Business owners lose virtual consult submissions, causing misplaced client records and scheduling delays. Routing sends each form to the correct client endpoint so operations staff can begin follow-up.

Overview

Misrouted virtual consultation submissions create misplaced client records and slow scheduling, which undermines client experience. This workflow guarantees each submission reaches the correct client endpoint, creates or updates client records, and notifies operations staff so follow-up starts promptly; customers report faster handoffs and fewer data errors.

Notable Features

Route submissions by client endpoint
Create or update client records
Notify operations staff immediately