Create driver job record and attach patient PDF
Create driver job record and attach patient PDF
Driver pickup forms without patient attachment leave dispatch without context and delay billing. Attach job PDFs to patient records and logs so coordinators can act the same day.
Overview
Driver pickup forms frequently arrive without patient context, which leaves dispatch scrambling and delays billing. This flow attaches the submitted PDF to the patient folder, posts a CRM comment with totals and the file link, and logs the job to the correct driver sheet so coordinators can act the same day.