Skip to content

Update intake and medication records from form submissions

Your screening forms create fragmented intake records, causing care teams to miss medication details during triage. Consolidate client, intake, and medication data for same-day review.

Update intake and medication records from form submissions

Workflow preview:

Zap details:

Overview

When intake screenings arrive with scattered medication details, clinicians spend time reconciling lists and placement decisions slow. This workflow centralizes screening data into updated client, intake, and medication records so coordinators have validated information for same‑day triage and placement.

Update intake and medication records from form submissions