Update patient quote and record with PDF link

Your updated patient quotes and PDFs often remain unfiled, leaving records incomplete. This files the PDF, updates the patient record, and shares the link within minutes.

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Overview

When quotes get updated, coordinators and billing staff waste time hunting for files and patients experience delayed follow-up. This flow files the PDF, updates the patient record, and refreshes your mailing list so the team can act on the newest quote within minutes.