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Create appointment records from new intake form submissions

Create appointment records from new intake form submissions

Your intake form submissions aren't recorded, causing missed outreach and stalled case setup for new clients. Log appointments so coordinators can start outreach same day.

Create appointment records from new intake form submissions

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Overview

Stop intake submissions from lingering in a queue and start same-day outreach; this records each form as an appointment and a reporting row so program coordinators see complete details within minutes. That reduces manual entry and lets intake staff prioritize outreach before the next business day.

Create appointment records from new intake form submissions