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Create program drive files from intake paperwork on arrival

Create program drive files from intake paperwork on arrival

Your enrollment and immunization PDFs land unfiled in intake folders, delaying compliance checks. Save and standardize files to the shared program drive so coordinators find records same day.

Create program drive files from intake paperwork on arrival

Overview

Unfiled intake paperwork creates audit risk and slows program coordinators. This flow moves new enrollment and immunization files into the shared program drive and standardizes naming so records are findable and ready for review same day.

Create program drive files from intake paperwork on arrival