Business owners: keep preop files attached to patient accounts
Business owners: keep preop files attached to patient accounts
Business owners see preop files missed, causing misfiled patient records. This workflow moves files into the right patient folder and links them to the account so clinicians find accurate records.
Overview
Misfiled preop documents create intake friction and audit headaches for operations. This workflow guarantees each new preop file lands in the correct patient folder and is referenced on the account record, reducing manual searches and giving clinicians reliable access to accurate records.
Notable Features
- Move preop files to patient folders
- Extract and match patient ID
- Link files to account records