Keep dental patient intake flowing to front desk and CRM

Operations coordinators at dental clinics miss intake updates, causing booking mistakes. Route intake updates to the office inbox and CRM so staff have complete details.

Overview

Dental practices risk booking mistakes and delayed clinical handoffs when intake records are missed. This workflow ensures every new or updated intake routes to the practice inbox and your CRM so front-desk and clinicians receive complete details and avoid missed follow-ups.

Notable Features

Send intake alerts to inbox
Create or update CRM records
Format intake details for staff