Add collateral history rows and update patient records

Your collateral history form responses arrive untracked, delaying clinician prep and triage. They are appended to your worksheet and synced to the patient record so care teams see context same day.

Add collateral history rows and update patient records

Overview

Unstructured collateral histories slow triage and leave clinicians without needed context. This flow captures each caregiver submission into your worksheet and updates the patient record so intake coordinators and clinicians see the right background the same day.

Add collateral history rows and update patient records