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Create intake record and store signed service agreement

Create intake record and store signed service agreement

Service agreements arrive as raw form entries, leaving intake incomplete for scheduling. It creates intake rows and saves signed PDFs so coordinators can process cases same day.

Create intake record and store signed service agreement

Overview

Intake forms that don't produce usable records stall scheduling and delay billing; program coordinators waste time chasing signed agreements. This flow turns each submission into a standardized intake row and archived PDF so coordinators and billing staff can act same day.

Create intake record and store signed service agreement