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Create or update patient records from closed deals

Create or update patient records from closed deals

Closed deals don't always create client records, leaving intake teams without verified patient profiles. It creates or updates patient records so intake staff have full profiles same day.

Create or update patient records from closed deals

Overview

Manual client onboarding from closed deals creates slowdowns and errors for intake and billing. This flow automatically creates or updates clinical client records when deals close, giving intake coordinators verified profiles the same day and reducing manual handoffs.

Create or update patient records from closed deals