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Create intake record from questionnaire and notify team

Create intake record from questionnaire and notify team

Your surrogate questionnaire submissions often arrive unstructured, delaying intake coordinator screening. You get parsed intake records and immediate email alerts so screening can begin same day.

Create intake record from questionnaire and notify team

Overview

When questionnaire leads arrive unstructured, intake coordinators waste time and screening windows slip. This flow converts form responses into structured intake records and emails coordinators so screening can begin same day and handoffs are reduced.

Create intake record from questionnaire and notify team