Add sent clinic emails into referring clinic records
Add sent clinic emails into referring clinic records
Your sent referral emails are separate from clinic records, so coordinators lack consolidated threads. Coordinators see full history before intake as cleaned email text is appended to the clinic record.
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Overview
When outbound referral emails aren't linked to clinic records, coordinators miss context and intake prep slows. This flow attaches cleaned sent messages to the right clinic item so referral coordinators can review full history before the next intake.