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Create client intake folder and case manager row

Create client intake folder and case manager row

Your intake responses lack a client folder and tracker row, so case managers miss context and triage stalls. Folders and case rows are created automatically so records are ready for review same day.

Create client intake folder and case manager row

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Overview

Turn every intake submission into a ready-to-use client folder and case tracker entry so intake coordinators and case managers stop doing manual setup. That eliminates setup delays and ensures cases are organized for same-day review.

Create client intake folder and case manager row