Medical practice COOs: send lab request forms to patients

COOs often see lab requests in CRM without attached instructions, causing missed steps. This flow builds and emails the lab request form so intake completes before appointments.

Overview

Missed lab instructions create delays in sample collection and disrupt clinic flow. This workflow guarantees lab request forms are generated and emailed to patients without manual prep, reducing handoffs and ensuring intake materials arrive before appointments.

Notable Features

Generate lab request PDFs instantly
Email patients with form attachment
Create CRM follow-up reminders