Create patient CRM record from paid online orders
Create patient CRM record from paid online orders
Your paid orders lack linked patient records, causing intake confusion and delayed billing. Create CRM patient entries automatically so intake and billing act same day.
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Overview
Paid orders that don't create patient records slow intake and stall billing. This flow turns every qualifying paid order into a CRM patient entry, giving intake and billing contextual records within minutes so teams can process same day.