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Create triage task card for new client intake submissions

Create triage task card for new client intake submissions

Cat intake forms often arrive unprocessed, leaving coordinators without owner or medical details and delaying triage. It converts submissions into tracked triage cards for fast review and same-day action.

Create triage task card for new client intake submissions

Overview

Intake submissions that sit unprocessed cause manual work and missed appointments; this flow turns each form into a triage card so coordinators see every case immediately. That reduces handoffs and enables same-day review and scheduling.

Create triage task card for new client intake submissions