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Create triage action from new intake form submissions

Create triage action from new intake form submissions

Your intake form submissions without case actions slow client triage and create manual work. Intake officers start triage faster with an action that includes contact and eligibility context.

Create triage action from new intake form submissions

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Overview

Unprocessed intake forms cause triage delays and manual backlog for your intake officers and program coordinators. This workflow creates a case action populated with contact and eligibility context so officers can begin triage within minutes and reduce backlog before the next shift.

Create triage action from new intake form submissions