Tag scheduled consults and flag contacts for intake
Tag scheduled consults and flag contacts for intake
Your scheduled consults lack intake tags, making coordinators scramble and delaying prep. Automatically tagging bookings gives coordinators priority and ensures patients get intake instructions same day.
Overview
Booked consults should immediately surface to intake coordinators, otherwise pre-visit tasks fall behind and patients miss instructions. This workflow tags booked consults in your CRM automatically so coordinators can act within minutes and patients receive intake instructions same day.