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Create or link patient profile from booked record

Create or link patient profile from booked record

Booked appointments often lack a linked patient profile, forcing manual lookups and duplicates. Link or create canonical patient records so coordinators and billing can act same day.

Create or link patient profile from booked record

Overview

When booked appointments arrive without a linked patient record, coordinators and billing waste time reconciling identities and invoices stall. This flow automatically normalizes contact data, links or creates the canonical patient profile, and surfaces ambiguous matches to the team so billing and coordinators have clean patient IDs same day.

Create or link patient profile from booked record