Therapists enroll clients into intake and nurture flows
Therapists enroll clients into intake and nurture flows
Therapists missing intake instructions cause client confusion and scheduling mix-ups. Enrollment puts attendees into matching nurture so clinical staff send intake guidance and keep sessions on track.
Overview
Therapists risk client confusion and missed preparation when intake guidance isn't sent. This workflow enrolls every appointment attendee into the right nurture so clinical staff deliver intake guidance and reminders, keeping sessions on track. Clinicians report faster handoffs and fewer scheduling errors.
Notable Features
- Enroll appointment attendees into workflows
- Tag contacts by appointment type
- Notify clinical staff with intake checklist