Intake Wizard

Owned by Michael DeCapua
Last updated: May 31, 2024
1 min read
IntakeWizard_demo1.mp4

About the Intake Wizard

The Intake Wizard (previously known as Case Wizard) allows you to enter basic information about a new case and automatically formats that information into a new case file.

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You must use the Intake Wizard to create a new case from within SmartAdvocate. Cases can be entered in SmartAdvocate in other ways, such as through integrations with third-party providers. However, Intake Wizard is the only method of entering cases from within SmartAdvocate.

 

Related Pages

Incomplete Intakes

Integrations

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.