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Create submission from updated intake forms for review

Your intake forms updated with physician signatures often sit unprocessed, delaying claim setup and review. The workflow creates a submission record so case managers can start processing same day.

Create submission from updated intake forms for review

Workflow preview:

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Overview

When updated intake forms with physician signatures sit unprocessed, case setup and claims review stall. This flow turns those updates into structured submission records and routes them for review, enabling case managers to begin processing same day.

Create submission from updated intake forms for review