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Create patient intake records from qualifying orders now

Create patient intake records from qualifying orders now

You lose patient and referral details when qualifying orders are missed, stalling intake. The workflow adds structured intake records so coordinators and billing can process orders the same day.

Create patient intake records from qualifying orders now

Overview

When orders with referral details are missed, intake and billing stall and fulfillment teams scramble. This flow captures those qualifying orders and creates formatted intake records so coordinators and billing can act the same day, reducing manual triage.

Create patient intake records from qualifying orders now