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Create triage tasks from practice manager emails for team

Create triage tasks from practice manager emails for team

Untriaged practice emails create missed referrals and booking actions for your case team. Tasks are created for case coordinators so items are visible and actioned same day.

Create triage tasks from practice manager emails for team

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Overview

Stop referrals and assessment requests getting buried in the inbox; route qualifying practice emails straight into your project triage queue so program coordinators always see pending items. That means fewer missed bookings and the ability to act on requests the same day.

Create triage tasks from practice manager emails for team