Create client account and contact from intake submissions
Create client account and contact from intake submissions
Your intake submissions lack matching contacts, creating duplicates and delaying case setup. It creates client account and contact records so coordinators can assign services the same day.
Overview
Intake mismatches and duplicates slow case setup and create overhead for your intake staff. This flow finds existing client contacts or creates account and contact records and returns a client identifier so coordinators can assign services the same day.