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Create intake document records from patient email files

Create intake document records from patient email files

Your patient email attachments aren't linked to contacts, delaying enrollment and billing. Files are captured and attached to the right records so coordinators can act same day.

Create intake document records from patient email files

Overview

Incoming patient documents often sit in a mailbox unlinked to records, holding up enrollment and billing handoffs. This flow grabs attachments, links them to contact records and creates intake entries so coordinators can begin processing same day.

Create intake document records from patient email files