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Intake

Purpose of the intake is to make contact with the new request. Depending on how the request was made we will onboard the new Organization into Zammad or begin with scheduling and initial consult to learn more.

To do:

  • Response from DSX team within 48 hours for any request
  • Onboard Organization to Zammad* (get a preferred way to contact them)
  • See Zammad setup
  • Schedule Initial Consult & Assessment

*for any request that was received directly (in person or from a phone call, other than Signal)