Skip to content
Log inSign up
Templates
Create program file copies from incoming health forms

Create program file copies from incoming health forms

Your program's physical and immunization PDFs pile up in an intake folder, delaying enrollment verification and compliance. Files are routed into the program drive for coordinator review same day.

Create program file copies from incoming health forms

Overview

If intake health forms sit unfiled, enrollment and compliance slow down and coordinators scramble for context. This flow captures new physical and immunization PDFs and files them into the program drive so coordinators can verify records same day.

Create program file copies from incoming health forms