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Create program intake record and update participant profile

Create program intake record and update participant profile

Your intake forms arrive unstructured, delaying triage and scattering consent. You receive structured intake and participant records for triage and reporting within minutes.

Create program intake record and update participant profile

Overview

Intake chaos slows triage and reporting; this flow gives program coordinators consistent, structured participant records and consent logs. By standardizing addresses, phones, and DOBs and creating child intake records, teams can triage submissions within minutes and avoid same-day backlog.

Create program intake record and update participant profile