Update treatment record and notify clinician plus admin

Your intake notifications arrive without a linked CRM record, causing manual lookups and delayed scheduling. It updates the record and notifies clinician and admin so appointments are confirmed same day.

Overview

Manual clinician-start submissions create lookup work and slow scheduling, which buries appointment context from project managers. This flow writes clinician confirmations into your central table and emails clinician plus admin immediately, so project managers see confirmed appointments same day.