Extract and populate client first name to board
Extract and populate client first name to board
New intake items with unparsed names force your team to clean records and cause impersonal outreach. It auto-fills client first-name fields so schedulers can confirm appointments same day.
Overview
Stop intake friction by extracting client first names from freeform entries and writing them back to the intake record automatically. Intake coordinators and counsellors save time and your schedulers can confirm appointments the same day.