Create medical records request task for intake team

Your records request forms arrive untriaged, causing verification delays and missed deadlines. Route each submission into a task for coordinators so requests are acknowledged and processed same day.

Overview

When patients submit records requests, unstructured intake creates manual handoffs and delays fulfillment. This flow converts each submission into a structured intake task for program coordinators and, when permitted, adds the requester as an SMS contact and sends a confirmation so requests are acknowledged and moved toward completion same day.