Automated Patient Intake and CRM Record Creation:

When a new patient submits an intake form via IntakeQ, their information is automatically added or updated in GoHighLevel’s CRM. This creates a new contact or patient profile and segments them appropriately (e.g., new patients, follow-up needed). Centralizes patient data between systems with no manual entry. Provides healthcare teams with a 360-degree view of patients. Ensures accurate patient segmentation for targeted communication.

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Pre-Appointment Reminders and Automated Follow-Ups:

When a patient books an appointment in IntakeQ, GoHighLevel triggers automated reminders and follow-ups via email or SMS. Post-appointment, automated messages can also request feedback or provide additional care instructions. Reduces no-shows with timely reminders. Strengthens patient relationships with proactive follow-ups. Automates feedback collection to monitor patient satisfaction.

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Lead Nurturing and Onboarding Campaigns:

When a new patient or lead is added to GoHighLevel via IntakeQ, they are automatically enrolled in onboarding campaigns or nurture sequences (e.g., welcome emails, educational content). These sequences are personalized based on the intake form data. Improves patient engagement with personalized communication. Streamlines onboarding with automated touchpoints. Converts more leads into long-term patients through targeted nurturing.