Add trimester care plan PDF link to customer profiles
Add trimester care plan PDF link to customer profiles
You tag users by trimester, but missing care-plan PDFs leave coordinators without materials at outreach. It attaches the right trimester PDF link to each profile so outreach can proceed same day.
Overview
Tagged maternal users frequently miss receiving the correct trimester materials, leaving coordinators scrambling and outreach delayed. This workflow writes the right care-plan PDF link into each tagged profile so program teams can proceed with tailored outreach the same day.