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Create new patient contact from updated spreadsheet row

Create new patient contact from updated spreadsheet row

Your neuro referral spreadsheet rows aren’t linked to CRM, causing intake delays and duplicate records. Add contacts automatically so program coordinators start outreach the same day.

Create new patient contact from updated spreadsheet row

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Overview

Intake rows that never reach CRM create duplicate work and slow outreach. This flow turns updated spreadsheet rows into CRM contacts immediately, cutting manual lookups and letting program coordinators begin outreach the same day.

Create new patient contact from updated spreadsheet row