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Create client paperwork and save PDFs to client folder

Create client paperwork and save PDFs to client folder

Your intake rows require county releases and consents, which stalls filing and delays services. Get named PDFs placed in client folders so coordinators can move forward same day.

Create client paperwork and save PDFs to client folder

Overview

Intake paperwork should never block client services or billing. This flow generates and files county releases and consents automatically, giving program coordinators access to correctly named PDFs within minutes so intake proceeds same day.

Create client paperwork and save PDFs to client folder