To automatically check 'Patient' in patient status once a patient has been converted from a lead

Feedback and Ideas Client Card
1

To automatically check ‘Patient’ in patient status once a patient has been converted from a lead to enable us to pull reports of patient status

2

Hi Amelia,

Thanks for the feedback.
Can you share a bit more info how would that be accessed once a lead has been converted to a client?

Any steps ideas are welcome.
Thanks!