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Create declined referral records for intake and triage

Create declined referral records for intake and triage

Your referral invitations often lack a recorded decline, leaving intake teams without reasons or case context. Add declined referral records so coordinators can triage and follow up same day.

Create declined referral records for intake and triage

Overview

Declined referrals often leave intake blind to why a client opted out, slowing follow-up and compliance work. This flow captures decline reasons and client context and delivers a tracked record so coordinators can triage and act the same day.

Create declined referral records for intake and triage