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Create referral and update participant profiles from intake

Create referral and update participant profiles from intake

Unprocessed intake submissions leave referrals and participant records incomplete, delaying eligibility checks. Create referrals and update profiles so coordinators can act same day.

Create referral and update participant profiles from intake

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Overview

When intake submissions go unprocessed, referrals and participant records fall out of sync and coordinators spend hours chasing context. This flow converts eligible submissions into referral records and refreshes participant profiles automatically, so program coordinators can triage new cases same day.

Create referral and update participant profiles from intake