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Send intake e-sign requests and alert intake coordinators same day

Send intake e-sign requests and alert intake coordinators same day

Your new prospect records often lack signed intake forms, causing delays to case intake and billing readiness. Intake coordinators receive signature packets and SMS alerts so cases move to review before the next workday.

Send intake e-sign requests and alert intake coordinators same day

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Send intake e-sign requests and alert intake coordinators same day