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Create case subfolder for medical records when intake signed

Create case subfolder for medical records when intake signed

Your signed intake rows lack consistent case folders, causing missing attachments and slow handoffs. This builds a medical-records folder so your team can collect files and start work same day.

Create case subfolder for medical records when intake signed

Overview

When an intake row is signed, this flow produces a ready-to-use medical-records subfolder so staff stop creating folders manually. That reduces lost attachments and gets documents into the case file the same day.

Create case subfolder for medical records when intake signed