The Basics: Forms Automations Overview
SUMMARY KEYWORDS
automations, form, inquiry, reaching, submits, crm, advocate, videos, client, email, practice, request, website, parent guardian, coordinator, created, appointment, guardian, call, ways
Summary
- Form automations in a CRM for a mental health practice. 0:00
- Form automations in practice access: inquiry submission via website or phone call.
- Tracking inquiries in a mental health practice using forms and automations. 1:29
- Berit Elizabeth discusses the different ways clients can reach out to a mental health practice, including through the website, phone call, and chatbot.
- Automations are associated with each form, including a welcome email, new task creation, and notification to the client care coordinator.
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