How does Patient CRM organize incoming patient documents?

Organizing patient documents via the Case Inbox

Before the patient intake process can begin, incoming patient documents are organized in the Case Inbox.

The Case Inbox is a home base inside Patient Center where incoming patient intake documents, for example, fax documents, are organized and made available to your team. Each inbox is tied to a specific intake channel.

Identifying the patient and creating a Case

When starting the patient intake, Patient CRM searches for an existing patient record. If a patient is not found, users will create a new patient record as part of the Patient Intake process.

Whether a patient is found or not, a Case record is automatically created with the intake document as an attachment. The Case Owner is set to the current user and the Patient Intake workflow can begin.