Update booking customer profiles with health form submissions
Update booking customer profiles with health form submissions
Your booking records miss updated health and ID fields after form submissions, causing prep delays and manual edits before appointments. Keep client profiles current so staff can confirm eligibility and prep before appointments same day.
Overview
Health form submissions often arrive without normalized IDs or full address details, forcing your coordinators to chase records before appointments. This flow updates client profiles from each form so staff can confirm eligibility and prepare paperwork the same day.