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Create patient billing and contact records on booking

Create patient billing and contact records on booking

Appointments can arrive without payment profiles or phone numbers, delaying check‑in and billing. Create payment and contact records at booking so front‑desk and billing are ready same day.

Create patient billing and contact records on booking

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Overview

When bookings arrive without payment or phone details, check‑in slows and billing gaps appear. This flow creates payment/customer profiles and phone contacts as soon as appointments are scheduled, so your front‑desk and billing teams are operational and ready same day.

Create patient billing and contact records on booking