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Create clinic check-in rows with patient context and flags

Create clinic check-in rows with patient context and flags

Patient check-in submissions arrive without EHR context, so staff can’t match charts quickly or triage efficiently. It adds a check-in row with time and match flags for same-day processing.

Create clinic check-in rows with patient context and flags

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Zap details:

Overview

When check-ins lack chart context, front-desk and billing staff spend time reconciling entries instead of triaging patients. This flow captures every submission, builds a match-ready ID, and logs a flagged row so coordinators can triage and bill same day.

Create clinic check-in rows with patient context and flags