Add clinic questions to daily docs and tag contacts
Add clinic questions to daily docs and tag contacts
Clinic question submissions arrive untracked, preventing program coordinators from grouping topics or preparing answers. Centralize questions and tag senders for follow-up before the next clinic.
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Overview
Clinic questions often arrive scattered and unprocessed, delaying outreach and undermining session prep. This flow consolidates questions into a daily document and tags the sender in your CRM, so coordinators can action and follow up the same day.