Create onboarding task and patient record from lead

Patient onboarding often goes untracked after a lead stage change, delaying insurance checks. Start contact, intake log, and onboarding task so front desk and billing can act same day.

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Overview

When leads enter onboarding, intake and billing time is wasted chasing missing contact details and payer info. This flow captures the contact, logs intake, starts a templated onboarding task, and notifies staff so insurance verification and scheduling happen the same day. It turns stage changes into immediate, auditable work items for your front desk and billing teams.