Client asks for the onboarding process map
- Caller
Hi, I'm Priya from Northgate Dental. Can you send me the patient onboarding flow we went over last month?
- Agent
Of course, Priya. I found the Patient Onboarding Flow in your Lucid account, last edited on March 4. Would you like it sent to priya@northgatedental.com?
- Caller
Yes, please, and can you tell me the step after insurance verification?
- Agent
The link is on its way now. After insurance verification, the front desk confirms the first appointment and sends the intake forms by email.