Create consolidated intake items from new board entries
Create consolidated intake items from new board entries
You get intake submissions across boards, scattering contact context and stalling triage. Consolidate entries to give intake coordinators a single lead record for same-day triage.
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Overview
Intake forms across separate boards fragment patient context and slow triage for your coordinators. This flow consolidates entries into one onboarding record so coordinators can triage and assign next steps within minutes.