Counseling directors capture client enquiries into intake database
Counseling directors capture client enquiries into intake database
Director of counseling services sees client enquiry emails buried in inboxes, delaying intake and risking lost contacts. It records enquiries to a central intake database for quick triage.
Overview
Missed client enquiries create intake delays and risk continuity of care for counseling services. This workflow captures every enquiry into a central intake database so counselors triage and assign cases quickly, eliminating lost contacts and ensuring consistent intake records.
Notable Features
- Capture inbound enquiry emails
- Create central intake records
- Notify counselors for case triage