Check intake progress
get_intake_statusCheck client intake completion status to see submitted, pending, or revision items, chase history, and portal activity, then decide whether to send a reminder, request a revision, or fetch results.
Instructions
Check the completion status of a client intake — which items are submitted, pending, or need revision; the history of automated chase emails sent; and when the client last opened the portal.
Use this to decide whether to send a manual reminder (send_chase), request a revision (request_revision), or fetch results (get_intake_results). Returns per-item status and chase history.
This is also the call a scheduled check should make when no webhook is registered — see follow_up in the define_intake response for the cadence. When status becomes "completed", fetch the results with get_intake_results and carry on with the work that was waiting on them.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| intake_id | Yes | Intake ID returned by define_intake (e.g. "in_8f3k"). |