You control exactly when the contact is created. Webhooks fire for each step of the patient checkout process, and inside the workflow settings you will see a Landing event and a Submit event for each step.
To create the contact at a specific point in the funnel, attach your inbound webhook URL to the Landing or Submit event of the step where you want the contact created.
There are two webhook locations in the platform, because patients arrive by two different paths:
• Workflows control website intake webhooks.
• Location settings control portal marketplace checkout webhooks.
This applies to any HIPAA compliant third party CRM or application that can receive webhook data. The Healthaide CRM is GoHighLevel, but not every clinic uses it, so the same setup works for whatever platform you connect.
