Create intake card with onboarding checklists for referrals
Create intake card with onboarding checklists for referrals
Your onboarding submissions arrive untriaged, delaying scheduling and clinician handoff. It creates an intake card with staged checklists so coordinators can start triage same day.
Overview
Referrals left untriaged slow clinician bookings and frustrate participants. This workflow turns every onboarding submission into a structured intake card with staged checklists so coordinators can triage and prepare appointments same day.