Skip to content
Log inSign up
Templates
Update session tracking and send intake email for booked patients

Update session tracking and send intake email for booked patients

Your bookings and intake details often arrive incomplete, leaving coordinators unprepared. It logs dates to your session sheet and sends intake instructions so teams are ready the same day.

Update session tracking and send intake email for booked patients

Overview

New bookings should immediately populate your session tracker and prompt patients for intake materials so coordinators don't scramble. This flow formats the date, logs the appointment, sends pre-visit instructions, and gets your team ready the same day.

Update session tracking and send intake email for booked patients