Capture validated manager referrals into case records for intake

Operations coordinators miss referrals when manager forms have invalid contact or date fields, causing intake delays. Submissions become validated referral records in your case system so intake starts faster.

Overview

Manager-submitted referrals often arrive with invalid or missing contact details, creating intake delays and growing case backlog. This workflow turns each submission into a validated case record and pings intake coordinators, eliminating manual triage and helping response times drop dramatically.

Notable Features

Create validated referral records
Validate contact and date fields
Notify intake coordinators instantly