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Create intake task cards for new scheduling appointments

Create intake task cards for new scheduling appointments

When intake appointments arrive without a task card, coordinators lack visit context and paperwork is delayed. It creates a task card with a checklist so coordinators prepare before the visit.

Create intake task cards for new scheduling appointments

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Overview

Intake bookings often arrive without a clear owner or checklist, leaving coordinators scrambling and visits underprepared. This flow converts each booking into a task card with required document checklists automatically, so coordinators are ready with materials the same day.

Create intake task cards for new scheduling appointments