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Create triage rows from new patient form responses

Create triage rows from new patient form responses

You receive patient intake forms that need triage to PCP referral or waiting for info, and tracking causes delays. The workflow creates categorized spreadsheet rows so coordinators can act quickly for same-day follow-up.

Create triage rows from new patient form responses

Overview

Untriaged intake forms force coordinators to sort submissions manually and delay care; this workflow converts each form into a categorized intake row and sends a conversion event so coordinators are action-ready within minutes. It reduces sorting work and ensures PCP referrals and waiting-for-info cases appear in the right queues for same-day follow-up.

Create triage rows from new patient form responses