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Create intake cases from submitted forms for coordinators

Create intake cases from submitted forms for coordinators

Intake form submissions arrive unrecorded, leaving client details and notes scattered and hard to act on. It creates a case with intake notes so coordinators can triage same day.

Create intake cases from submitted forms for coordinators

Overview

When intake forms aren't recorded in your case system, coordinators waste time hunting for details and clients wait for help. This flow creates a complete case record with attached intake notes and standardized demographics so program coordinators can triage and respond same day.

Create intake cases from submitted forms for coordinators