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Patient intake: capture IFX campaign leads for scheduling

Patient intake: capture IFX campaign leads for scheduling

Patient intake coordinators miss IFX social-leads when forms bypass scheduling, causing lost consults. This workflow tags IFX leads and sends contact details to your booking app for prompt follow-up.

Patient intake: capture IFX campaign leads for scheduling

Overview

Missed IFX social leads turn into missed consults and lost bookings for clinics. This workflow captures every IFX submission, enriches the record, and delivers it to your booking app and scheduling coordinators so intake follow-up happens reliably. Teams report cleaner lead data and faster handoffs after similar implementations.

Notable Features

  • Filter form submissions for IFX campaign
  • Create lead record in booking app
  • Alert scheduling coordinators on new leads

Patient intake: capture IFX campaign leads for scheduling