For data directors: create safety assessment records in CRM

Data directors find safety assessments unlinked, causing delayed risk profiles and hampering triage. Case managers get complete participant records in CRM so they can begin informed triage.

Overview

Safety assessments that sit outside the CRM create blind spots and delay triage, putting participants at risk. Routing every submission into participant records gives case managers the full context they need to act, and programs report faster handoffs and fewer lost submissions.

Notable Features

Create or update assessment records
Match submissions to participant profiles
Notify case managers of critical flags