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Create triage task from intake form submissions promptly

Create triage task from intake form submissions promptly

Your intake forms with flagged safety or clinical answers delay manual triage and session scheduling. It creates a prioritized review task so coordinators can schedule follow-up within three days.

Create triage task from intake form submissions promptly

Overview

Intake forms with safety or clinical flags should never sit in an inbox. This flow turns each qualifying submission into a prioritized review task so coordinators can triage and schedule follow-up within three days.

Create triage task from intake form submissions promptly