Leaderboard · Dental & medical clinics
New patient welcome packet emailed before the first appointment
When someone books a first appointment online, trigger an automatic email that includes your intake forms as a link, parking or transit directions, and what to bring, such as insurance cards and a list of current medications. Send it immediately after booking, not the day before.
Why it works: Patients who know what to expect and arrive with paperwork already done keep the schedule on time for everyone that day.

