Add PTSD questionnaire submissions to client contact records
Add PTSD questionnaire submissions to client contact records
Your PTSD questionnaire responses arrive without structured contact records, delaying intake and care coordination. They are added to CRM contacts so intake teams can triage and follow up same day.
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Overview
Intake forms for PTSD responses often land as silos or emails, forcing manual entry and slowing outreach. This flow converts submissions into tagged CRM contacts and intake notes so coordinators can triage and begin outreach the same day.