Create client record and screening note from rows
Create client record and screening note from rows
Your phone enquiry rows hold intake details that sit unread and delay bookings. Get client records and a screening note created automatically so clinicians can review leads same day.
Overview
Stop manual intake copying and ensure every phone enquiry becomes a client record and a ready-to-review screening note. Program coordinators and clinicians receive consistent patient context within minutes, enabling same-day triage and faster bookings.