Create and update onboarding member records from intake

Your onboarding intake cases often lack structured clinic details, causing missing fields and delayed training assignments. Get complete member records and assignment-ready data same day.

Overview

Intake payloads should produce clean, assignment-ready member records so your onboarding coordinators stop chasing missing fields. This flow turns unstructured intake data into complete records and routing decisions, enabling training and implementation teams to act the same day.