Send new patient lead alerts to your team channel
Send new patient lead alerts to your team channel
Your new patient lead spreadsheet rows often go unread, delaying bookings and intake prep for therapists. You receive immediate team alerts so new leads are contacted same day.
Overview
New patient contacts that sit in a spreadsheet are missed opportunities — and missed appointments. This workflow pushes concise lead details into your team channel so intake coordinators see and act on them within minutes, increasing same-day outreach and booking.