Create wellness assessment contact and add scored profile
Create wellness assessment contact and add scored profile
Your wellness assessment responses arrive as raw form answers, leaving scores fragmented and follow-up slow. They become scored contact profiles marketing can use within hours.
Overview
When residents or family members finish a wellness assessment, scored results need to hit CRM and inboxes quickly so outreach stays relevant. This flow transforms raw form answers into scored contact records and emailed summaries so marketing and program coordinators can begin targeted outreach within hours.