Attach signed consent PDF and update appointment record
Attach signed consent PDF and update appointment record
Your signed consent PDFs often remain unfiled and disconnected from appointment rows. Staff get the stored PDF, the appointment row is updated, and owners receive a confirmation text same day.
Overview
Signed consent forms frequently arrive without being linked to appointments, causing uncertainty and prep delays for your small intake team. This flow files each signed consent to your shared folder, updates the appointment row, and texts the owner so coordinators have clear paperwork and confirmations same day.