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Create CRM referral records from patient form submissions

Create CRM referral records from patient form submissions

Patient contact forms arrive untriaged, so intake coordinators miss referral context and follow-ups stall. It adds submissions to CRM records so coordinators can act same day.

Create CRM referral records from patient form submissions

Overview

Untriaged contact forms create intake bottlenecks and slow outreach. This workflow captures submissions as CRM referral records and routes them to intake coordinators so they can triage and contact patients the same day.

Create CRM referral records from patient form submissions