IT: Route assessment results and PDF links to intake
IT: Route assessment results and PDF links to intake
IT admins miss posting completed assessments, causing practitioner review delays and missed follow-up. Post structured client records with PDF links to intake so practitioners start review.
Overview
Delayed intake posting stalls practitioner review and risks missed follow-up. This IT-ready workflow posts structured client records with PDF report links into your intake system, enabling faster handoffs and zero missed follow-ups.
Notable Features
- Create intake records from submissions
- Attach PDF reports to records
- Route high-priority assessments to operations