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Create client folder and intake row in sheet

Create client folder and intake row in sheet

Your intake records often lack a standard folder and starter documents, stalling onboarding and slowing billing. Create a client folder and add an intake row so coordinators can start onboarding the same day.

Create client folder and intake row in sheet

Overview

If intake rows reach your database without a standard place to store documents, onboarding grinds to a halt and billing slips. This flow creates a named client folder and a standardized sheet entry so coordinators can begin onboarding the same day and keep paperwork visible to billing staff.

Create client folder and intake row in sheet