Create member orders when contact gets access tag
Create member orders when contact gets access tag
Your tagged patient contacts miss automatic enrollment, forcing manual order creation and delaying treatment onboarding. Enable automatic member orders so patients gain app access the same day.
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Overview
If intake tags a patient for mobile program access, orders should be created immediately so patients get prescribed resources without admin delay. This flow creates the member order and marks the contact as enrolled, enabling same-day access and removing manual entry for sales ops and intake coordinators.