Alert care coordinators when client surveys are submitted

Care coordinators miss vital survey details, causing triage delays and slower client follow-up. Send SMS summaries of name, budget and timeframe so coordinators can triage and assign faster.

Overview

Care coordinators missing survey details slows triage and risks losing clients. This workflow delivers concise SMS summaries and creates assignment records so coordinators start triage immediately, reducing missed follow-ups and improving handoffs.

Notable Features

Send SMS with survey highlights
Filter responses for urgent triage
Create assignment tasks in your system