Ensure claims case managers deliver shortened survey links

Case managers miss sending survey links, leaving records incomplete and delaying claims. Short links and notifications deliver invites to workers and claims staff, ensuring records update.

Overview

Claims operations risk slower outcomes when workers don't receive survey invites and master records remain incomplete. This workflow generates short links, notifies workers and claims staff, and updates the master record so outreach happens faster and missed follow-ups are reduced.

Notable Features

Generate shortened survey links
Notify claims staff and managers
Update master record with shortlink