Skip to content
Log inSign up
Templates
Create intake entry from qualifying sheet row for triage

Create intake entry from qualifying sheet row for triage

Your intake spreadsheet rows tagged for special handling sit untriaged and delay clinician outreach. The workflow copies those qualifying rows into a dedicated inquiries list so intake coordinators can follow up same day.

Create intake entry from qualifying sheet row for triage

Overview

Intake rows marked for special handling often get buried in the master sheet, delaying outreach and losing appointment momentum. This flow routes those qualifying rows into a dedicated inquiries list so intake coordinators and clinicians can triage and contact families the same day.

Create intake entry from qualifying sheet row for triage