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Create readiness assessment records from intake form submissions

Create readiness assessment records from intake form submissions

You get readiness submissions without tracked assessment records, leaving coordinators without progress context. The workflow creates assessment records and updates service period scores same day.

Create readiness assessment records from intake form submissions

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Overview

Stop relying on manual entry and fragmented submissions — this captures every readiness form as a CRM assessment and rolls its score into the active service period so coordinators see participant progress within minutes. That shortens reporting lag and enables timely case reviews and program decisions same day.

Create readiness assessment records from intake form submissions