Healthcare co-founder: send enrollment invites to prospects promptly

Co-founders and onboarding staff miss prospect enrollment emails, causing intake delays. Enrollment invites go out on form submission so intake, insurance checks, and assessments start.

Overview

Missed enrollment emails create intake bottlenecks and slow insurance verification, risking delayed assessments. This workflow guarantees every prospect gets an enrollment invite on form submission, turning onboarding from manual chasing into a consistent first touch with faster intake starts and zero missed follow-ups.

Notable Features

Send enrollment invites on submission
Create or update prospect records
Notify onboarding staff and create tasks