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Create booked patient records by location pipelines now

Create booked patient records by location pipelines now

Your booking submissions without location routing land in the wrong account and slow front-desk intake. They are sent to the right location pipeline for scheduling and intake prep same day.

Create booked patient records by location pipelines now

Overview

When booked appointments land in the wrong account, intake slows and front‑desk staff can't prepare patients on time. This workflow routes each booked patient to the correct location pipeline and creates the opportunity record so operations can schedule and prepare same day.

Create booked patient records by location pipelines now