Send intake form SMS to new or updated patients
Send intake form SMS to new or updated patients
When patient intake rows update in your sheet, front-desk can’t collect forms or insurance info before appointments. You get intake links sent by SMS so bookings and billing are ready same day.
Overview
When intake rows change, your front-desk must still collect completed forms before appointments — manual outreach slows scheduling and billing. This flow delivers a personalized intake link by text within minutes of a sheet update, so intake coordinators see completed forms and bookings are ready same day.