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Update patient account and file from new registration

Update patient account and file from new registration

Patient registration files land uncategorized in intake, delaying scheduling and billing. This creates account-linked folders and updates records so coordinators act the same day.

Update patient account and file from new registration

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Overview

Unlinked registration files force coordinators into manual searches and delay scheduling; this flow places files into patient folders and writes a folder link back to the account record. Intake coordinators and billing staff get context within minutes, enabling same-day intake processing and fewer manual handoffs.

Update patient account and file from new registration