Send exam instructions to patients after form submission

Your exam bookings lack standardized contact instructions, causing prep confusion and extra phone follow-ups. It sends exam prep messages to your patients so they get instructions before their appointment.

Overview

Form submissions without clear contact formats create extra calls and delay patient prep; that eats coordinator time and increases confusion. This workflow standardizes contact data, sends templated exam instructions by message and email, and gets patients the prep they need same day so coordinators can focus on care.