Create case from contact emails and attach files
Create case from contact emails and attach files
Your contact emails arrive untracked, leaving patient inquiries without context and delaying lab intake. You receive structured support cases with attachments and subject details for same-day triage.
Overview
Incoming contact emails often arrive without patient context, forcing lab staff to chase details and slowing response. This workflow creates tracked support cases with attachments and assigns an intake owner so patient support coordinators can triage requests the same day.