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Create intake records in master client database for triage

Create intake records in master client database for triage

Your intake form submissions require manual entry and create inconsistent client records, delaying eligibility checks. Records are captured into one master intake database so coordinators can triage referrals same day.

Create intake records in master client database for triage

Overview

Intake forms that land in inboxes create manual work and slow referrals; this flow converts each submission into a structured intake record so coordinators can act immediately. That means triage-ready records and prioritized referrals available for follow-up same day.

Create intake records in master client database for triage