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Create patient contact from paid booking payments instantly

Create patient contact from paid booking payments instantly

Paid bookings sometimes leave patient contacts unrecorded and booking context missing. It creates contact records and logs bookings for reception and billing the same day.

Create patient contact from paid booking payments instantly

Overview

When patients pay online, reception and billing need contact and booking context immediately. This flow converts qualifying payments into CRM contacts and booking rows so staff can follow up and invoice the same day.

Create patient contact from paid booking payments instantly