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Create dated child enrollment files in shared folder

Create dated child enrollment files in shared folder

Completed enrollment and consent PDFs sit unfiled, delaying child intake and billing. It files and renames each PDF into the correct child folder so coordinators can find records same day.

Create dated child enrollment files in shared folder

Overview

Signed enrollment and consent forms often pile up unfiled, forcing coordinators to chase paperwork and slowing billing. This flow captures completed PDFs, standardizes filenames with effective date and child name, and files them into the correct folder so records are available to coordinators same day.

Create dated child enrollment files in shared folder