Attach completed screening links to patient contact records

Your completed mental health screening PDFs often sit unlinked to patient contacts, delaying intake and clinician prep. Links are added to contacts and patients enrolled in follow-up workflows same day.

Attach completed screening links to patient contact records

Overview

When screening PDFs aren't attached to patient records, intake stalls and clinicians lack context. This flow captures completed screening links into contact records and enrolls patients in follow-up workflows so program coordinators have verified access same day.

Attach completed screening links to patient contact records