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Create client records from physician application updates for review

Create client records from physician application updates for review

Your physician application entries sit untracked in forms, delaying underwriting and leaving applicants waiting. It creates structured client records so coordinators can start review the same day.

Create client records from physician application updates for review

Overview

When physician application entries remain only in your form, underwriting can't begin and applicants wait. This flow turns completed form updates into structured client records so coordinators and underwriting can start review and move cases forward the same day.

Create client records from physician application updates for review