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Create contact records from client intake form submissions

Create contact records from client intake form submissions

Your intake form submissions not appearing in your contact list cause missed scheduling and delayed clinician outreach. Automatically add contacts so coordinators and therapists can schedule same day.

Create contact records from client intake form submissions

Overview

Intake forms that never reach your contact list delay scheduling and frustrate clients. Capture each form submission as a contact so intake coordinators and clinicians can begin scheduling same day and reduce onboarding lag.

Create contact records from client intake form submissions