Update client intake and contact records from screening
Update client intake and contact records from screening
Your phone screening submissions leave intake profiles incomplete and force staff to chase missing details. Screenings update contact and intake records so coordinators can act same day.
Overview
Intake teams waste time chasing incomplete phone screenings, which slows placements and clogs program workflows. This flow writes screening responses into client and intake records automatically, so coordinators can make placement and care decisions the same day.