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Create screening brief and update intake tracker record

Create screening brief and update intake tracker record

Your intake forms arrive without a brief or tracker row, forcing coordinators to build files manually and delaying screening. You receive a ready brief and logged tracker row so screening can begin same day.

Create screening brief and update intake tracker record

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Overview

Intake forms often arrive inconsistently, leaving coordinators to create briefs and update trackers manually. This flow produces a templated screening brief and logs a tracker row within minutes of submission so your intake team can begin screening the same day.

Create screening brief and update intake tracker record