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Create enrollment record from intake and set orientation

Your intake submissions lack enrollment records, forcing manual entry and missed orientation slots. It creates enrollment records and sets orientation dates so coordinators can act same day.

Create enrollment record from intake and set orientation

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Overview

Intake data that doesn't become a formal enrollment record creates manual work and missed orientation bookings. This flow turns submissions into completed enrollment records and scheduled orientation dates, so your enrollment coordinators can act the same day and avoid backlog.

Create enrollment record from intake and set orientation