Therapy clinics: notify intake and sales of screening leads
Therapy clinics: notify intake and sales of screening leads
Sales reps and intake coordinators lose therapy prospects when screening forms go unread, delaying consultations and harming patient intake. Instant alerts ensure faster follow-up.
Overview
Sales reps and clinical intake miss valuable therapy prospects when screening forms go unread, risking lost bookings and weaker patient intake. This workflow routes every qualified screening to sales and intake instantly, ensuring follow-ups happen faster and consultations get scheduled before prospects go cold.
Notable Features
- Notify sales reps and intake
- Create prospect record in CRM
- Flag high-interest leads for follow-up