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Create patient support tracker from inquiry form submission

Create patient support tracker from inquiry form submission

Your patient inquiry form submissions arrive unstructured, leaving navigators without intake context and delaying outreach. Create structured tracker records so navigators can start outreach same day.

Create patient support tracker from inquiry form submission

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Overview

When inquiry forms arrive unstructured, navigators lack intake context and outreach stalls. This flow converts each form into a structured tracker record and refreshes contact data so patient navigators can start outreach the same day.

Create patient support tracker from inquiry form submission