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Create intake rows and send patient eligibility emails

Create intake rows and send patient eligibility emails

Your appointment bookings arrive without a consistent intake row, leaving coordinators and billing unsure of insurance eligibility and triage. Get intake rows and patient notices within minutes.

Create intake rows and send patient eligibility emails

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Overview

When appointment submissions aren't recorded centrally, coordinators and billing waste time reconciling eligibility and miss triage windows. This flow captures each booking into a single intake row and issues the correct patient message within minutes, so coordinators can act same day.

Create intake rows and send patient eligibility emails