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Create celebratory alert for every new patient contact recorded

Create celebratory alert for every new patient contact recorded

You capture new digital patient contacts in your CRM without consistent intake flags, causing onboarding tasks and welcome steps to be delayed. It notifies staff so intake starts same day.

Create celebratory alert for every new patient contact recorded

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Overview

When new digital patient contacts arrive without intake context, registration and onboarding stall. This flow rings the buzzer for your team and creates a short intake task so clinic managers and admin can act the same day.

Create celebratory alert for every new patient contact recorded