Send intake forms and log delivery to clients

Your intake records often miss questionnaire delivery, leaving clinicians without pre-assessment context. This sends the intake link and logs the sent date so cases are ready before appointments.

Workflow preview:

Zap details:

Overview

Intake backlogs and missing questionnaires slow clinical workflows and frustrate families; automating delivery and logging fixes that immediately. This makes every intake record show who received the form and when, so program coordinators and clinicians can act within minutes and be prepared ahead of appointments.