Send formatted consultation requests to the selected broker

Unstructured consultation emails cause broker handoffs and scheduling errors. Get a cleaned, broker-ready summary so brokers can respond and book same day.

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Overview

Incoming consultation requests arrive inconsistently and slow follow-up, hurting conversion for physician prospects; this flow standardizes intake and forwards a broker-focused summary. Brokers receive complete, formatted requests within minutes so they can reach out and book consultations the same day.