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Assign converted patient accounts to correct care owner

Assign converted patient accounts to correct care owner

Converted leads often create patient accounts without a clinician owner, causing appointment confusion. Assign owners and update sheets so coordinators act same day.

Assign converted patient accounts to correct care owner

Overview

Unassigned patient accounts create operational friction and missed appointments. This flow reassigns the converted account and related appointments to the clinician owner and records the conversion in your tracking sheet so coordinators can act the same day.

Assign converted patient accounts to correct care owner