Create new patient contact from intake webhook into CRM
Create new patient contact from intake webhook into CRM
Your patient intake webhooks arrive without CRM records, causing manual lookups and delayed scheduling for services. Create matching contacts so intake coordinators have ready profiles same day.
Overview
Intake records that don’t map to CRM contacts create scheduling and billing friction for your operations team. This flow automatically creates and enriches patient contacts so intake coordinators have complete profiles within minutes, accelerating appointment booking and billing readiness.