Update patient assessment records with date of birth
Update patient assessment records with date of birth
Patient DOB updates in your CRM sometimes don't reach clinic worklists, causing intake context errors. Keep assessment rows current so intake staff see correct DOBs before appointments.
Overview
When patient DOBs don't reach clinic worklists, intake prep slows and chart errors increase. This flow keeps DOBs synced from the CRM to assessment rows so intake nurses and coordinators have correct patient details within minutes before appointments.