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Update patient request row when member added to card

Update patient request row when member added to card

Member additions to patient request cards don't always reach your intake sheet, leaving coordinators without assignment context. Coordinators gain clear ownership and triage cases within minutes.

Update patient request row when member added to card

Overview

When staff are added to patient request items but not captured centrally, coordinators lose critical assignment context and triage slows. This flow writes those assignments into your master intake sheet within minutes so ownership is visible and cases are triaged the same day.

Update patient request row when member added to card