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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.

Create intake record and answer questionnaire from new chat in Intaker and GrowPath

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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.

Create intake record and answer questionnaire from new chat in Intaker and GrowPath