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Create renewal consultation lead and update patient record

Create renewal consultation lead and update patient record

You miss bookings when renewal forms go unprocessed and patient records stay incomplete. Keep patient and consultation data aligned so coordinators can schedule follow-ups same day.

Create renewal consultation lead and update patient record

Overview

Manual renewal handling bottlenecks bookings and burdens coordinators. This flow turns each renewal form into an updated patient record and a consultation lead, so schedulers can confirm appointments same day and marketing receives the event.

Create renewal consultation lead and update patient record