Update client application records from intake form submissions
Update client application records from intake form submissions
Your intake questionnaires arrive without links to application and client records, delaying triage and case setup. You get complete case files and attachments ready for coordinators same day.
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Overview
Intake forms that aren't linked to records create triage delays and manual work for your coordinators. This flow merges submitted questionnaires into the correct application and client records and stores the PDF in the client folder so coordinators can triage same day.