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Create intake records from consultation bookings for triage

Create intake records from consultation bookings for triage

Consultation bookings lack structured intake, so answers and contacts are scattered. Create intake rows for every booking so case managers can triage and assign calls same day.

Create intake records from consultation bookings for triage

Overview

Booking data for VA benefits consultations often arrives fragmented, delaying triage and next steps. This flow captures screening answers and appointment windows into a single intake record so case managers and the attorney can assign and act on new cases same day.

Create intake records from consultation bookings for triage