Capture patient intake into backend for ops coordinators

Operations coordinators miss intake forms in inboxes, causing scheduling gaps and delayed follow-up. Create backend intake records so coordinators can start scheduling and follow-up promptly.

Overview

Missed intake records create scheduling gaps and frustrate patients — operations coordinators need every submission tracked. This workflow turns each form submission into a backend intake and routes it to scheduling, eliminating manual entry so coordinators can follow up promptly and avoid missed appointments.

Notable Features

Create intake records automatically
Route submissions to scheduling queue
Flag incomplete forms for review