Attach follow-up forms to client dossiers for fast context
Attach follow-up forms to client dossiers for fast context
Your follow-up questionnaires arrive unlinked to client records, causing review delays. Linking them to client dossiers gives coordinators context for intake before the next review.
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Overview
Unlinked follow-up forms make intake reviews slow and error-prone, forcing coordinators to waste time searching for client context. This ties each questionnaire entry to the correct client dossier so coordinators can review intake instantly and begin follow-up the same day.