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Create new patient registration tasks from intake forms

Create new patient registration tasks from intake forms

Your fertility intake submissions arrive without a tracked task, causing onboarding steps to be missed. It creates registration tasks so coordinators can begin onboarding same day.

Create new patient registration tasks from intake forms

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Overview

If intake submissions don't become tracked tasks, onboarding stalls and coordinators chase missing details. This workflow converts each form into a complete registration task, routes partner follow-ups, and triggers referral reminders so coordinators can start onboarding same day.

Create new patient registration tasks from intake forms