Create triage task with merged patient certs attached
Create triage task with merged patient certs attached
Your visit form submissions often arrive without attached certificates, forcing manual task creation and PDF assembly. Deliver tasks with merged certificate PDFs to admins same day for faster triage.
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Overview
When clinic forms arrive without certificates, admin time is wasted assembling PDFs and opening tasks. This workflow turns each qualifying submission into a ready task with merged certificate PDFs attached, so coordinators can triage same day and reduce manual handoffs.