Keep clinic patient intake flowing to front-desk and clinicians

Front-desk coordinators miss patient intake in forms, causing delayed triage and missed bookings. This ensures intake reaches scheduling and clinical staff, so appointments are scheduled quickly.

Overview

Intake trapped in forms delays triage and risks missed appointments for clinics. This workflow turns every intake into a structured patient lead and notifies front-desk and clinicians, eliminating missed bookings and enabling faster triage so care starts sooner.

Notable Features

Create patient lead in CRM
Notify front desk and clinicians
Attach intake details to chart