Customer support ops: deliver Level 3 info by email and SMS

Support agents risk patients missing Level 3 information, causing delayed intake and missed follow-ups. Send the Level 3 'More Info' email plus an SMS reminder so agents confirm delivery and begin outreach.

Overview

Missed patient information requests create delayed intake and missed follow-ups that risk care continuity. This workflow guarantees Level 3 materials reach the patient inbox and mobile so support ops can confirm delivery, begin outreach, and maintain a clear audit trail.

Notable Features

Send Level 3 email immediately
Follow up with SMS reminder
Update ticket with delivery status