Move and link consultation files to patient folder
Move and link consultation files to patient folder
Your consultation PDFs land in a shared intake folder and aren't matched to patient accounts, slowing billing. That makes patient records ready for same-day billing.
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Overview
Incoming consultation files that land in a catch-all folder create manual work and slow billing and follow-up. This flow files and renames those documents into patient folders and pushes a folder link into the CRM so records are ready for same-day billing.