Send intake confirmation and forms to newly paid clients
Send intake confirmation and forms to newly paid clients
Your paid intake bookings can fail to send consent and intake files to clinicians. This delivers confirmation emails and attachments immediately so clinicians have materials before the session.
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Overview
When a booking moves to paid, clients and clinicians need intake forms immediately to prepare for sessions. This flow sends bilingual confirmations with attachments within minutes, ensuring clinicians have materials ahead of the session and coordinators stop doing manual follow-up.