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Create intake and insurance records from referral forms

Create intake and insurance records from referral forms

Your referral submissions lack structured intake and insurance fields, delaying eligibility and scheduling. It creates patient and insurance records so intake coordinators can act same day.

Create intake and insurance records from referral forms

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Overview

Unstructured referral submissions create intake delays and lost bookings; this flow converts each referral into a complete patient record, insurance entry, and intake opportunity. Intake coordinators can act same day and operations will have an auditable tracker ready for reporting.

Create intake and insurance records from referral forms