Generate referral PDF, save to archive, and log entries
Generate referral PDF, save to archive, and log entries
Referral form submissions arrive unprocessed, leaving intake without a standardized record and delaying triage. It delivers review-ready referral PDFs and tracker entries for coordinators same day.
Overview
Manual referral processing creates intake delays and inconsistent records; this flow turns each form into a review-ready PDF, archives it, and logs a tracker row. Program coordinators get complete records for same-day triage and faster case setup.