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Create ineligible referral items from intake forms to board

Create ineligible referral items from intake forms to board

Untriaged referral form submissions for ineligible clients clog your intake board and waste coordinator hours. They’re routed into structured items so coordinators can close them out the same day.

Create ineligible referral items from intake forms to board

Overview

Untriaged ineligible referrals create noise in intake and cost coordinator hours. This flow captures those form responses as structured items in your intake board so referral managers can close them out the same day and reduce backlog.

Create ineligible referral items from intake forms to board