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Created by Madison Burns
Created on Jan 23, 2024

Intake How To

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Details (Where, What, Why, Use Case)

It would be helpful to have a CRM help article that we can send to Intake teams at the start of the Integration process that walks them through how to input referrals, accounts, and contacts in order to have a clean CRM. This may need to be specific to what EHR they are using, but the integrations team would need to add their input.

But this would prevent friction down the line so that customers can have a clean CRM instance.

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