Add consult note to contact from form submissions
Add consult note to contact from form submissions
Your consult form entries arrive outside the CRM, leaving patient notes unlinked and staff without visit context. Notes are added to the contact so coordinators can act the same day.
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Overview
When consult intake lands outside the CRM, coordinators and clinicians waste time searching for context; this flow writes form intake into the contact record and surfaces consult notes to staff. That means follow-ups and scheduling happen the same day and intake readiness is visible to operations.