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Create patient intake rows and upload intake files

Create patient intake rows and upload intake files

Your signed intake PDFs arrive without structured patient rows, causing manual copying and triage delays. They become structured rows and files stored for intake coordinators to act same day.

Create patient intake rows and upload intake files

Overview

Signed intake forms trapped in email slow triage and delay billing. This flow captures completed documents, stores PDFs in a structured folder, and creates patient rows so intake coordinators can triage and share records same day.

Create patient intake rows and upload intake files