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Create holding pen counseling records from intake notes

Create holding pen counseling records from intake notes

Your counseling notes create separate entries without a triage queue, leaving intake to miss appointment follow-ups. Creates holding-pen records so coordinators can triage and schedule same day.

Create holding pen counseling records from intake notes

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Overview

When counseling notes don't map into a central triage queue, intake can miss same‑day medical appointments and cause avoidable delays. This flow consolidates qualifying notes into a holding‑pen feed so program coordinators can triage and schedule within minutes, improving same‑day follow‑up.

Create holding pen counseling records from intake notes