Create patient contacts and trial records in CRM
Create patient contacts and trial records in CRM
Your patient registration form sends multi-patient entries without CRM contacts, causing manual entry and delayed kit fulfillment. It creates and links patient and caregiver contacts so outreach and orders happen same day.
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Overview
When clinics collect multiple patients on one form, manual entry stalls kit fulfillment and clinician outreach. This flow converts each submission into patient and caregiver CRM records and links them to the treating clinician, so orders and outreach occur same day.