Move consent and medical files into patient folder

Your intake forms produce consent and medical PDFs that sit in separate folders, delaying charts and billing. They are moved into each patient's master folder so records staff find everything same day.

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Overview

Scattered intake PDFs slow down chart completion and billing; centralizing them fixes the choke point. This flow finds consent and medical files and places them into each patient's master folder so your records staff can finalize charts and bill same day.