Skip to content
Templates
Send welcome email and assign therapist to patient

Send welcome email and assign therapist to patient

You lose speed and clarity when intake forms are processed manually, delaying patient matches. Get a welcome email and assigned therapist so bookings start same day.

Send welcome email and assign therapist to patient

Workflow preview:

Zap details:

Overview

Intake handled manually creates delays and leaves clinicians without context; this flow immediately emails new patients, notifies assigned clinicians, and logs intake details. That means more patients book and clinicians are prepared same day, removing manual handoffs.

Send welcome email and assign therapist to patient