Client Intake

Intake Queue

Manage callback requests from new clients. Call to collect information before their first visit.

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Intake Requests

Showing 1-10 of 10 intakes

Name	Type	Submitted / Callback	Checklist	Next Step	Status	Action
Natalie Ford Phone not entered	Individual	Jan 21, 2026 Started today	Gen Call Ins Form Book	Complete general info 3 fields missing	Draft	Continue →
Elena Vasquez (555) 123-4567	Individual	Jan 20, 2026 Submitted yesterday	✓ Gen Call Ins Form Book	Schedule callback Prefers afternoons	New	Continue →
Marcus & Lin Chen (555) 234-5678	Couple2	Jan 18, 2026 Called Jan 19	✓ Gen ✓ Call Ins Form Book	Confirm insurance Aetna - pending verification	In Progress	Continue →
Priya Sharma (555) 345-6789	Individual	Jan 21, 2026 Submitted today	Gen Call Ins Form Book	Call today Flexible 9am-5pm	New	Continue →
Okonkwo Family (555) 456-7890	Family4	Jan 15, 2026 Called Jan 17	✓ Gen ✓ Call ✓ Ins Form Book	Form sent Awaiting signed form	In Progress	Continue →
Sophie Laurent (555) 567-8901	Individual	Jan 19, 2026 Callback today 2pm	Gen Call Ins Form Book	Callback at 2:00 PM Today, Jan 21	New	Continue →
James Mitchell (555) 678-9012	Individual	Jan 10, 2026 Called Jan 12	✓ Gen ✓ Call ✓ Ins ✓ Form Book	Book appointment Ready for scheduling	In Progress	Continue →
Ana Rodriguez (555) 789-0123	Individual	Jan 17, 2026 Callback Jan 22	Gen Call Ins Form Book	Schedule callback Weekdays only, speaks Spanish	New	Continue →
Michael Torres (555) 890-1234	Individual	Jan 8, 2026 Completed Jan 15	✓ Gen ✓ Call ✓ Ins ✓ Form ✓ Book	All steps complete Appt: Jan 25, 10:00 AM	Complete	View →
Sarah Kim (555) 901-2345	Individual	Jan 16, 2026 Cancelled Jan 20	Gen Call Ins Form Book	Cancelled by client Jan 20, 2026	Cancelled	View →

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