Create intake record and answer questionnaire from new chat in Intaker and GrowPath
Create intake record and answer questionnaire from new chat in Intaker and GrowPath
Create a new intake record and populate questionnaire responses when a new chat is received in Intaker. This accelerates the intake process for new clients, ensuring a smoother onboarding experience.
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Overview
Create a new intake record and populate questionnaire responses when a new chat is received in Intaker. This accelerates the intake process for new clients, ensuring a smoother onboarding experience.