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Create intake board item from new intake leads

Create intake board item from new intake leads

Your intake quiz leads arrive without structured context, delaying client assessment and scheduling. Add structured client items to your intake board so coordinators triage and book sessions same day.

Create intake board item from new intake leads

Overview

When intake submissions arrive unstructured, program coordinators waste time clarifying details and scheduling slips. This flow converts quiz responses into structured intake items so coordinators and clinicians can triage and book client sessions the same day.

Create intake board item from new intake leads