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Create patient application and insurance from lead

Create patient application and insurance from lead

Social leads often lack child and insurance details, forcing intake to add records manually. It creates application and insurance records and surfaces errors so intake can follow up same day.

Create patient application and insurance from lead

Overview

When social leads arrive without child or insurance details, intake work piles up and outreach is delayed. This flow builds both application and insurance records and alerts errors so intake can act and complete outreach the same day.

Create patient application and insurance from lead