For adoption coordinators: prevent lost applicants in intake

Adoption coordinators lose applicants when submissions pile up, risking missed placements. Create adoption screening records from each eligible application so coordinators start intake within minutes.

Overview

Small adoption businesses lose placements when intake slips and inconsistent screening erodes applicant trust. This workflow converts each eligible application into a structured pre-adopt screening record and routes it to your intake queue so coordinators begin review within minutes and report fewer missed follow-ups.

Notable Features

Create standardized screening records
Filter out foster and kitten forms
Add records to intake queue