Business owners: Capture patient intake fields and PDFs
Business owners: Capture patient intake fields and PDFs
Operations coordinators miss attachments and fields in patient questionnaire emails, delaying triage. Centralized intake captures fields and PDFs, so triage can start quickly.
Overview
Missed attachments and incomplete questionnaires slow patient triage and risk care delays. This workflow captures form fields and PDFs from every questionnaire email, updates your central intake sheet, and stores files in a cloud folder so operations can begin triage faster. The result is fewer manual lookups and clearer handoffs across shifts.
Notable Features
- Extract questionnaire fields automatically
- Save PDFs to cloud folder
- Notify operations staff for triage