Notify team of new welcome call bookings for patients

Your welcome call bookings lack context, leaving onboarding staff underprepared and intake incomplete. Notifying coordinators immediately ensures intake is ready ahead of the appointment.

Overview

When a patient schedules a welcome call, onboarding staff need full booking context immediately or intake prep slips. This workflow posts booking details and a clinic-local time into team chat within minutes so coordinators can confirm paperwork and reach out before the appointment.