Reviewing intakes, rebuilt

Submitted intakes open in a review table, and sending one back for changes takes a single step.

Review every answer in place#

Accept or flag each answer inline, add notes, and see warnings on uploads that look wrong. “View as client” shows the intake the way your client saw it. When a client revises an answer, the table shows what it was and what it is now.

Request changes#

Flag the answers that need work and CaseBlink drafts the message to the client from your notes. The client's revision opens on just those answers, with your note and their previous answer beside each one.

Accept and file#

Accepting walks through each profile change and document before anything is written to the client's record or the case.

Track what you sent#

Every sent intake has a tracking pane: whether the link was opened, progress on each question, and its activity. Remind, extend, revoke or send it again from the same place.