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Create patient contact from intake web form submission

Create patient contact from intake web form submission

Your patient intake submissions arrive without contact records, blocking triage and causing booking delays. The workflow captures and updates contact profiles so reception can start triage same day.

Create patient contact from intake web form submission

Overview

Intake forms often land without linked contact records, forcing reception to chase details and delaying bookings. This workflow turns each validated submission into a CRM contact and attaches the original form so support ops can triage and confirm bookings same day.

Create patient contact from intake web form submission