Send patient form links when a note is requested

Your new note requests miss prefilled form links, forcing staff to chase details and delaying chart prep. It delivers a prefilled note link by email so staff have completed notes same day.

Overview

When note requests arrive without a prefilled form, staff waste time chasing details and charts sit incomplete. This flow sends a prefilled form link and email automatically so clinical and billing staff have completed notes same day, improving appointment readiness.