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Create patient contact with requested appointment for team

Create patient contact with requested appointment for team

Your intake submissions create incomplete contacts and lack requested appointment times, delaying triage by coordinators. Capture contact and requested date/time so coordinators triage and book same day.

Create patient contact with requested appointment for team

Overview

Intake forms that don’t populate CRM contacts slow down bookings and waste coordinator time. This flow creates or updates patient contacts, records requested appointment times, and runs clinical screening sub-flows so coordinators can triage and book same day.

Create patient contact with requested appointment for team