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Create new client records in central contact table

Create new client records in central contact table

Your intake contacts often fail to populate the master contact table, leaving coordinators without client context. Add each intake to a central table so coordinators can act same day.

Create new client records in central contact table

Overview

Intake entries that never reach your master list slow casework and frustrate program coordinators. This flow captures new intake contacts into a central table and normalizes key fields so coordinators and data staff can act on cases same day.

Create new client records in central contact table