Capture mental health intake leads for faster outreach

Intake coordinators miss client inquiries buried in web forms, delaying intake and risking patient access. Add contacts and intake notes to your case system so staff can prioritize outreach.

Overview

Intake coordinators lose clients when web inquiries don't land in the case system. This workflow captures every mental health intake form and turns it into a case record with an alert for staff, eliminating missed referrals and enabling faster outreach so no follow-up slips through the cracks.

Notable Features

Create contact records from forms
Add intake notes to cases
Notify intake staff of new leads