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Leads

Coordinator routing

Send selected inquiries to the right coordinator.

Your clinic. Connected.
  1. Define routing priorities
  2. Review the lead context
  3. Hand over the conversation

A clearer next step for your team.

Different inquiries need different people, especially when a patient is considering a consultation, package or surgical procedure.

How it works

The workflow, step by step.

  1. 01

    Define routing priorities

    Set the inquiry types and clinic rules that should select a coordinator or team.

  2. 02

    Review the lead context

    Use the permitted inquiry information to identify the appropriate route.

  3. 03

    Hand over the conversation

    Send the inquiry and relevant context to the selected coordinator for follow-up.

Your team stays in control.

Routing supports the clinic’s coordination process. It does not decide medical suitability or select a treatment for the patient.

During your demo

What we’ll check for your clinic.

  • Who handles each inquiry type and location.
  • The information your team wants attached to a routed lead.

See this with your clinic’s workflow.

Bring your system, your questions and the way your team works.