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Create client folder tree and send welcome emails

Create client folder tree and send welcome emails

Your intake forms require manual folder setup and email outreach, delaying family access to therapy files. You get consistent folders and fast parent notifications so families access files same day.

Create client folder tree and send welcome emails

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Overview

Manual folder creation and chasing caregivers slows enrollment and risks missing documents during intake. This workflow builds a sane folder tree and sends caregivers a welcome email automatically, so files are organized and families can access records same day.

Create client folder tree and send welcome emails