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Create I&R intake records from shift survey responses

Create I&R intake records from shift survey responses

Your shift survey responses arrive untracked, leaving referral activity and attendance hard to aggregate. Create I&R records so program coordinators can review and follow up same day.

Create I&R intake records from shift survey responses

Overview

Stop relying on emailed spreadsheets and manual entry for shift referrals; capture every completed survey as a structured I&R record so coordinators have referral counts and notes ready the same day. That shortens follow-up time and makes monthly reporting far simpler.

Create I&R intake records from shift survey responses