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Create client intake items from enrollment forms for triage

Create client intake items from enrollment forms for triage

Your enrollment form responses arrive unstructured, leaving intake teams without contact or assignment context. They get complete client items created and routed to coordinators for triage same day.

Create client intake items from enrollment forms for triage

Overview

Unstructured enrollment submissions create avoidable friction in intake and slow case assignment. This flow converts messy form data into clean client items and links the right caseworker so coordinators can act on new enrollments the same day.

Create client intake items from enrollment forms for triage