Create intake records from virtual forms for triage
Create intake records from virtual forms for triage
Your intake form responses arrive untracked, leaving client details missing for timely triage. You get structured records for coordinators and billing staff, enabling same-day review.
Overview
When intake submissions are missed or scattered, coordinators spend hours reconciling records and billing is delayed. This flow captures each virtual submission into a single intake table and delivers structured records to coordinators and billing staff for same-day triage.