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Create patient CRM records and notify team channel

Create patient CRM records and notify team channel

Deep-dive bookings don't always create CRM contacts, forcing program coordinators to search manually and delaying patient outreach. It captures patient records and posts a team alert so outreach happens same day.

Create patient CRM records and notify team channel

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Overview

When deep-dive bookings fail to land in the CRM, coordinators waste time and patient outreach is delayed. This flow captures each booking as a contact and alerts the team, so outreach and intake prep happen within minutes.

Create patient CRM records and notify team channel