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📋 All Intakes
New Member Intake
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Member Intake
Step 1 of 2: Member Selection
1
Select or Create Contact
🔍 Search Existing
✚ New Contact
Search
Type a name or phone number to search contacts.
First Name
*
Last Name
*
Date of Birth
Phone
Email
Street Address
City
State
ZIP
Create Contact ↓
2
Referral Notes & Entry Mode
✅
↩ Change
📋 Case notes auto-pulled from CRM — review and edit below
Referral / Case Notes
— optional for Direct Entry, required for AI Assist
0
characters
Processing with AI… This may take 10–20 seconds
✏️ Enter Manually
🤖 Process Notes (AI) →
