Send templated patient message after intake form submission
Send templated patient message after intake form submission
When intake form submissions arrive without a patient message, your intake process stalls and coordinators can't begin triage. This delivers a confirmation so coordinators start triage same day.
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Overview
Intake forms must trigger immediate patient communication so coordinators can act without manual steps. This flow sends a templated patient message instantly and logs the submission, enabling coordinators to start triage the same day and reduce intake delays.