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Create UDS results document and move to folder

Intake sheet updates don't produce linked UDS report files, leaving coordinators without auditable billing evidence. Templates are created and filed automatically so reports are available same day.

Create UDS results document and move to folder

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Overview

Stop chasing missing UDS reports and eliminate billing friction by creating and filing templated result documents from intake rows automatically. Program coordinators get auditable reports moved into patient folders within minutes, enabling same-day billing and clinical follow-up.

Create UDS results document and move to folder